Science of Alpha from Safety
US market valuations not expensive, opportunities in niche segments still attractive Concentrate on segments such as information technology, consumer discretionary, consumer staples, communications and industrials Despite the COVID-19 crisis, the US economy did quite well in 2020. According to the Fed’s Economic Projections on Dec 16, 2020, the real GDP for 2020 is expected to…
Read more
Synopsis “While there is a bubble in stocks like Tesla and Netflix there are a lot of individual stock opportunities available and investors can build a portfolio of companies with good fundamentals and fair valuations,” says Vikas Gupta, Chief Investment Strategist, Omniscience Capital. https://bit.ly/3hD8ASD
Published in Moneycontrol Indian benchmark indices are at a 6-month high but are still 5 percent away from pre-COVID levels. The first case for COVID in India was registered on January 30. Sensex closed at 40,913 and Nifty50 ended at 12,035 that day. Read more about OmniScience Capital’s views on opportunities in Indian mid and smallcaps…
Read more
(Published in Moneycontrol) With more and more brokerages offering a platform to trade and invest in the US market, a large number of India’s retail investors appear to be ready to bet on US equities. OmniScience Capital’s views in the Moneycontrol article
(Published in Moneycontrol) US equity markets are the largest in the world, with a market cap of around $30 trillion, representing around 35 per cent of the global stock market capitalization. With a nominal GDP of around $21 trillion, the US economy represents around 25 per cent of the global pie. Readon @Moneycontrol
(Published in Mint) Transferring money in and out of India is an expensive affair. Numerous transaction costs are involved, including the currency spread (the difference between a bank’s buying and selling rate), bank commission and GST (goods and service tax). In this piece, we will explore what these charges are and how you can…
Read more
Published in Moneycontrol … With the fall in NAVs, investors in these close-ended schemes now face the prospect of making a loss at the time of exit. Even in schemes where NAVs are quoting above NFO prices, the gains are miniscule and investors would end up with returns that are much lower than fixed-income schemes.…
Read more
(Published in Moneycontrol) Clearly many companies look undervalued but the real question is should one consider investing in these companies or are they value traps? The Indian market has rallied about 50 percent from the lows recorded in March 2020. After a sharp rise, investors are now looking to add stocks that are trading at…
Read more
Published in Moneycontrol Q) What will be the biggest risk for investors in the second half of 2020? A) The COVID-19 situation is still like Schrodinger’s cat. Only when you open the box do you know whether the cat is dead or alive. Similarly, the resolution of the COVID-19 situation is still unknown. Only when…
Read more
Published in Seeking Alpha IDCC provides exposure to the fast growing 5G and large consumer video electronics markets. It is projected to double revenues from $340 million to $700 million over next five years while maintaining relatively stable costs. IDCC has Apple and Samsung as its licensing customers and has recently added Huawei. These 3…
Read more
Recent Comments