 "Devangshu Datta")
Devangshu Datta
Devangshu Datta
Devangshu Datta, an internationally rated chess and bridge player, is a seasoned writer and columnist with extensive experience covering diverse topics such as finance, technology, science, and sports. Known for his analytical approach and clear writing style, Datta has contributed to several leading publications, including Business Standard, The Economic Times, The Telegraph, and Outlook. He also serves on the editorial board of Business Standard.
Devangshu Datta, an internationally rated chess and bridge player, is a seasoned writer and columnist with extensive experience covering diverse topics such as finance, technology, science, and sports. Known for his analytical approach and clear writing style, Datta has contributed to several leading publications, including Business Standard, The Economic Times, The Telegraph, and Outlook. He also serves on the editorial board of Business Standard.
Devangshu Datta
Despite geopolitical risks, Street remains bullish on Petronet LNG outlook
Analysts remain positive on Petronet LNG, citing Kochi growth, new revenue streams and project execution despite high spot LNG prices and geopolitical risks ahead.
 "Despite geopolitical risks, Street remains bullish on Petronet LNG outlook")
Rising competition, premium valuations likely to cap gains in Meesho
Meesho's asset-light value-commerce model, Valmo logistics network and growth potential are strengths, but rising competition and premium valuations pose risks
 "Rising competition, premium valuations likely to cap gains in Meesho")
Irdai's draft distribution norms could put insurance volumes at risk
Proposed commission caps, tighter expense limits and restrictions on loan bundling could disrupt distribution channels and lead to volume declines in the short term
 "Irdai's draft distribution norms could put insurance volumes at risk")
Voltas eyes growth over margins in near term, bets on market share gains
Voltas prioritises market share and absolute profit as high input costs weigh on margins, while betting on data centres and backward integration for growth
 "Voltas eyes growth over margins in near term, bets on market share gains")
Gail outlook robust as strong Q1, subsidiary listing offer value upside
GAIL's strong Q1 performance, improving gas transmission volumes and petrochemical recovery point to a robust earnings outlook, while the proposed GAIL Gas listing could unlock additional value
 "Gail outlook robust as strong Q1, subsidiary listing offer value upside")
Tata Capital growth outlook stays positive despite near-term headwinds
Retail and SME momentum supports Tata Capital's 23-25 per cent growth guidance, though funding costs, high crude prices and proposed RBI rules remain key risks
 "Tata Capital growth outlook stays positive despite near-term headwinds")
Zomato, Swiggy's competitive intensity in qcom may inch up in medium term
India is a functional duopoly when it comes to food delivery though there are challengers to Eternal (Zomato) and Swiggy
 "Zomato, Swiggy's competitive intensity in qcom may inch up in medium term")
The AI maths crisis
AI will change the way mathematics is done, and there will be a lot of bad blood before it happens
 "The AI maths crisis")
Domestic demand for non-ferrous metals set to rise 8-9% in FY27
Global supply disruptions and low inventories have triggered a rise in prices by 30-40 per cent across April-Aug 26
 "Domestic demand for non-ferrous metals set to rise 8-9% in FY27")
Higher-than-expected 40 bps UPI fee set to boost fintech earnings
The framework excludes UPI-linked CC payments, and is expected to affect only 4 per cent of merchant transaction volume.
 "Higher-than-expected 40 bps UPI fee set to boost fintech earnings")
Omnia buy adds to Solar Inds' explosive growth, but valuations high
The $1.35 billion all-cash acquisition will expand Solar Industries' global explosives footprint, strengthen supply chains and add exposure to new international markets
 "Omnia buy adds to Solar Inds' explosive growth, but valuations high")
Ather Energy on a long growth road, but hurdles remain along the way
Rising electric two-wheeler adoption, capacity expansion and a mass-market platform could drive Ather's growth, but competition and supply risks remain
 "Ather Energy on a long growth road, but hurdles remain along the way")
Distribution expansion, new products to drive HDFC AMC's growth
HDFC AMC is betting on wider distribution, new products and alternative investments to drive AUM growth, even as higher costs and margin pressure weigh on performance
 "Distribution expansion, new products to drive HDFC AMC's growth")
New thief on the block
Academia has seen countless instances of researchers hurling accusations of intellectual theft. But this is a new plot twist
 "New thief on the block")
Elevated oil prices to weigh on OMCs after sequential gains in Q2
OMCs are likely to report sequential improvement in Q2FY27 on stronger refining margins and lower LPG under-recoveries, but H2FY27 faces significant downside risks
 "Elevated oil prices to weigh on OMCs after sequential gains in Q2")
Defence growth trajectory remains elevated, but execution holds the key
Rising defence orders and policy support point to strong growth for domestic manufacturers, but supply-chain gaps, lumpy spending and execution remain key risks.
 "Defence growth trajectory remains elevated, but execution holds the key")
Order inflow boost, revenue visibility for GE Vernova T&D India
L-1 status for the Barmer II-South Kalamb HVDC order could lift the company's order inflow to around Rs 23,100 crore, nearly four times its FY26 revenue
 "Order inflow boost, revenue visibility for GE Vernova T&D India")
Volume gains, diversification into coal and minerals to drive NMDC growth
NMDC targets 60 MT of iron ore production in FY27 and plans to start commercial thermal coal output as it diversifies into coal, critical minerals and rare earth elements
 "Volume gains, diversification into coal and minerals to drive NMDC growth")
Ultravolt enters crowded field but demand likely to hold the wires
UltraTech's Ultravolt enters a growing wires and cables market with significant capacity, as investors track demand, pricing, margins and competitive intensity
 "Ultravolt enters crowded field but demand likely to hold the wires")
The GDP number puzzle
It may take a while to develop a gut feel for the methodology, but looking beyond GDP to the Li Keqiang approach may offer some answers
 "The GDP number puzzle")