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.
Page 5 - Devangshu Datta/workspace/business Standard Web/undefined
Near-term weakness in Coal India stock seen as buying opportunity
More thermal capacity is expected to come onstream, and the country's largest coal miner will remain the biggest player by far
 "Near-term weakness in Coal India stock seen as buying opportunity")
Gold, silver could shine brighter with investor demand, geopolitical risks
Gold and silver extended gains on Fed rate cut expectations, weak US data, ETF inflows and geopolitical risks, with investors seeing further upside despite short-term volatility
 "Gold, silver could shine brighter with investor demand, geopolitical risks")
After difficult first half, remaining year may be better for life insurers
LIC's weak performance pulls down industry APE growth, while mid-sized private insurers like Axis Max and HDFC Life expand market share
 "After difficult first half, remaining year may be better for life insurers")
Sun Pharma stock concerns may be overstated as domestic growth holds
Analysts say Sun Pharma's stock concerns are overdone, with strong domestic growth, broad-based chronic portfolio gains and resilient Q1FY26 earnings offsetting US market worries
 "Sun Pharma stock concerns may be overstated as domestic growth holds")
Camso acquisition at $225 mn valuation a long-term positive for Ceat
CEAT has acquired the Camso brand from Michelin for $225 million, strengthening its OHT portfolio, boosting capacity and expanding global presence in key markets
 "Camso acquisition at $225 mn valuation a long-term positive for Ceat")
L&T Finance's strategic moves paying off, strong returns & growth expected
L&T Finance is strengthening its market position with a focus on asset quality and leveraging AI-powered platforms like Project Cyclops
 "L&T Finance's strategic moves paying off, strong returns & growth expected")
Power puzzles in GDP: Energy consumption falls despite growth numbers
At first glance, the GDP data would seem overstated. Power consumption, which is metered, correlates closely with economic activity and is likely to be more accurate than GDP calculations
 "Power puzzles in GDP: Energy consumption falls despite growth numbers")
Indus Towers' revenues hinge more on Vi turnaround than Africa plan
Indus Towers eyes Africa entry but analysts remain split on growth outlook as Vodafone Idea's turnaround and high capex weigh on sentiment
 "Indus Towers' revenues hinge more on Vi turnaround than Africa plan")
Favourable winds for steel stocks as China moves to cut production
Production curbs in China and a 3-year safeguard duty strengthen prospects for Indian steelmakers
 "Favourable winds for steel stocks as China moves to cut production")
Better demand, tailwinds keeping Street positive on 2-wheeler stocks
Stronger rural demand, festive inventory build-up and GST cut optimism are boosting sentiment on two-wheeler stocks, though valuations now near long-term averages
 "Better demand, tailwinds keeping Street positive on 2-wheeler stocks")
RIL's growth plans, Jio listing can lead to re-rating of its stock
RIL targets retail revenue growth of over 20 per cent CAGR for three years and has ambitions of becoming India's biggest FMCG player
 "RIL's growth plans, Jio listing can lead to re-rating of its stock")
Barring a few macro risks, oil marketing firms seem to be in a sweet spot
China today has the largest refining capacity globally, with its refining capacity to reach 21 million barrels per day (mb/d) in 2025
 "Barring a few macro risks, oil marketing firms seem to be in a sweet spot")
Paint companies hope for revival strokes amid demand surge after lull
The sector posted marginal growth after four quarters of decline. An early festival season (Diwali in mid-October) may drive demand
 "Paint companies hope for revival strokes amid demand surge after lull")
Higher volumes, margins potential rerating triggers for FMCG companies
FMCG companies are seeing structural growth since categories like shampoos and detergents are under-penetrated
 "Higher volumes, margins potential rerating triggers for FMCG companies")
Volume recovery, attractive valuation positive triggers for Petronet LNG
Adjusted PAT, excluding the impairment adjusted for tax, was ₹945 crore in Q1FY26. Reported PAT of ₹842 crore includes the impairment
 "Volume recovery, attractive valuation positive triggers for Petronet LNG")
Cement sector prospects on the mend, but valuations may be hurdle
Cement demand is driven by government projects in infrastructure and housing, a rural rebound, and industrial capex
 "Cement sector prospects on the mend, but valuations may be hurdle")
Outlook remains positive for private general insurers despite modest growth
Despite modest growth in the non-life insurance sector in July 2025, key segments like motor and fire insurance showed strength, while health faced challenges.
 "Outlook remains positive for private general insurers despite modest growth")
Bans won't kill gambling, money gaming will just shift to the Dark Web
As attempts to ban card games in Stalinist Russia show, they simply move underground - or, in the case of online gaming, to the Dark Web
 "Bans won't kill gambling, money gaming will just shift to the Dark Web")
Margin recovery crucial for Swiggy re-rating despite strong Q1 growth
Swiggy posted 54% Y-o-Y revenue growth in Q1 FY26 but losses widened; analysts say margin recovery will be key for further stock re-rating despite strong GOV momentum
 "Margin recovery crucial for Swiggy re-rating despite strong Q1 growth")
Timely execution of new capacities essential for gains in NTPC stock
The power utility is aiming to add 26-27GW of thermal coal capacity, and 60GW renewable energy (RE) capacity by FY32 mainly through listed subsidiary
 "Timely execution of new capacities essential for gains in NTPC stock")
