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  1. Business News
  2. Authors
  3. deepan datta

Deepan Datta

India’s defence stocks surged 57%. But the next big winners don’t build weapons

India’s strategic manufacturing push is creating opportunities beyond defence equipment makers, with advanced materials and specialty alloy producers gaining attention…

By Deepan Datta
June 4, 2026 05:23 IST
5X faster than China: The ‘boring’ EV material market where 2 Indian stocks now dominate

A little-known industrial material used in EV batteries and tyres is quietly seeing rising global demand. And India is rapidly…

By Deepan Datta
May 28, 2026 05:03 IST
How B2B luxury manufacturing transformed this auto manufacturer. (AI-generated image from Gemini)
This auto stock surged 15X in 3 years. Can it survive the EV transition?

An underfollowed auto stock turned 15-bagger in just three years. But the real story lies inside a hidden manufacturing business…

By Deepan Datta
May 22, 2026 05:30 IST
Why industrial oxygen is the ultimate second-order play on India’s Rs 37,500 crore coal gasification boom. (AI-generated image from Gemini)
These boring industrial suppliers have 30%+ margins, sticky revenues, and a structural policy tailwind. Time to watch them.

India’s industrial boom may quietly create a massive opportunity for industrial gas companies with high entry barriers, sticky revenues, and…

By Deepan Datta
May 18, 2026 05:30 IST
Why REITs are the new secret weapon for consistent passive income. (AI-generated image from ChatGPT)
The 90% payout mandate: Why this ‘real asset’ class is beating traditional dividend stocks

PSU stocks are popular for dividends, but payouts vary with cycles and economic conditions. But this asset class can deliver…

By Deepan Datta
May 14, 2026 05:30 IST
The great Indian wealth shift: Why the ‘infrastructure’ of investing may be a better bet than the stocks Itself

Behind the recent outperformance of this market segment lies a much deeper structural story unfolding inside India’s financial ecosystem. And,…

By Deepan Datta
May 12, 2026 05:18 IST
FIFA World Cup 2026 & summer heat: A multi-billion dollar consumption trigger. (AI-generated image from ChatGPT)
Strong growth, two new triggers – What’s next for this consumption stock?

This fast growing company faces a massive demand surge from a record-breaking summer and FIFA 2026 catalysts. Analyze the structural…

By Deepan Datta
May 3, 2026 05:30 IST
The ‘sunset industry’ myth: Why this 9x earnings stock is positioning for a 20-year oil supercycle

ONGC may look like an oil price play, but the real story is deeper. Oil supply is tight, and demand…

By Deepan Datta
April 28, 2026 05:18 IST
Why Indian AMC stocks are entering a structural growth phase. (AI-generated image from ChatGPT)
Are AMC stocks turning into compounders? 4 growth engines to watch

Indian asset management companies (AMCs) are evolving from cyclical, market-linked businesses into structural compounders. Driven by SIP inflows, higher equity…

By Deepan Datta
April 24, 2026 05:30 IST
Decoding the rare IP-led pivot in India’s services-heavy IT sector. (AI-generated image from ChatGPT)
Forget traditional IT services: This transit & fintech disruptor is scaling at 33% CAGR

This small cap company is emerging as a niche, IP-led IT player with leading banks as clients and exposure to…

By Deepan Datta
April 19, 2026 05:30 IST
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Latest News

US President Donald Trump speaks as experts explain how five proposed US immigration changes could affect Indians, including H-1B visas, green cards, H-4 EAD and OPT.

Trump’s immigration overhaul: Experts explain how these 5 proposed changes could affect Indians

India vs Zimbabwe 3rd T20I live streaming: When and where to watch IND vs ZIM live on TV and online after India seal series

India vs Zimbabwe 3rd T20I live streaming: When and where to watch IND vs ZIM match live on TV and online

Haryana set to unveil new MSME policy, freight subsidy, faster incentives and industrial overhaul proposed.

Haryana govt set to unveil new MSME policy, freight subsidy, faster incentives and industrial overhaul proposed

This Tennis star survived a knife attack at 19 but lost her No. 1 ranking. Then, she came back richer than ever

This Tennis star survived a knife attack at 19 but lost her No. 1 ranking. Then, she came back richer than ever

India's first hydrogen train saves 3,200 litres of diesel; Delhi trials to begin soon

India’s first hydrogen train saves over 3,200 litres of diesel; Delhi route trials to begin soon

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