Devangshu Datta

In the 12-day war of 2025, Israel and Iran traded attacks from June 13 to June 24. There are unconfirmed reports Israel was running out of interceptors by the end, when the US brokered a ceasefire

Strong domestic demand, protectionist policies in key markets and cost efficiencies position Tata Steel to benefit despite global headwinds and price volatility

Strong summer demand, low base and inventory push to support AC growth despite price hikes, raw material inflation and evolving energy efficiency norms

Improving asset quality and disbursement trends support outlook, but risks from Bihar legislation, geopolitics, and climate factors may weigh on growth

Rising fuel costs amid geopolitical tensions may pressure cement sector margins, with the impact expected to intensify once existing inventories are exhausted

Rising crude prices and unchanged retail fuel rates could squeeze marketing margins of oil marketing companies and trigger further rating downgrades if the Iran conflict persists

The Iran conflict, rising crude prices and currency pressure may weigh on banking stocks, with PSU banks likely to face sharper downside risks than private peers in the near term

Rising global coal prices amid the Iran conflict and potential substitution of gas with coal could boost Coal India's e-auction premiums and volumes in the near term

With LNG flows from Qatar disrupted by the Strait of Hormuz closure, the government prioritises household gas and transport fuel while industry braces for supply cuts and higher costs

The tile industry could see drops in production and drastic margin compression, as energy costs, which are usually 20-25 per cent of net sales, could spike enormously

Human beings may soon have the ability to intelligently design future lifeforms. This book offers a glimpse into that unsettling and thought-provoking future

Instead of steep hikes, states are relying on licence fee increases, reserve price revisions, and recalibration of tax

The Strait of Hormuz is currently closed to shipping, choking off 20 per cent of global oil and gas supply

BEL is a manufacturer and integrator of radars, communication systems, EW suites, and avionics

While the Middle East conflict has hit sentiment, analysts say strong diesel cracks, petchem margins, and rising contributions from telecom, retail and new businesses could soften the blow for RIL

IndiGo's earlier positive outlook has been upended by the Iran conflict, with airspace closures, rising fuel costs and operational disruptions raising the risk of further valuation downgrades

Escalating tensions in West Asia threaten crude and LNG flows via the Strait of Hormuz, pushing prices sharply higher and lifting prospects for ONGC and Oil India even as OMCs face pressure

With nearly half its order book linked to the Middle East, L&T may see short-term disruptions from the Iran conflict, raising concerns over execution, exports and regional project pipelines

Hitachi Energy India's stock has jumped 54% in a month on strong Q3 results, robust order flows and rising margin visibility, though analysts warn high valuations could amplify downside risks

US plans steep countervailing duties on solar imports from India, prompting module makers to explore alternative markets and new supply chain strategies to mitigate the impact