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Tag: Indian markets

Science of Alpha from Safety

It is time for action

It is Time for Action

It is Time for Action When the valuations are favorable, the Scientific Investor starts investing Let us begin with the clarification that this is not—and cannot be—investment advice which depends on each individual’s specific circumstances, objectives and risk profile. The question on many people’s minds today is should they invest or exit? We are giving…
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Omni Bharat Defence

Omni Bharat Defence

An Attacking Portfolio For The Growing Defense Theme.
, the $73 billion Indian defence market provides rich opportunities. Further,
the DPEPP 2020 and Make in India initiative (Atmanirbhar Bharat) provides ample opportunities for the Indian defence
manufacturers to not only replace foreign defence manufacturers providing supplies to Indian armed forces, but also to focus
on exports to other friendly or neutral countries. This provides a large TAM.
These companies have persistent competitive advantages because of highly specialized capabilities, strong, cash-rich balance
sheets to power their growth, ample cash flows and are available at significant discount to their intrinsic values. This is a
SuperNormal Portfolio of defence companies.

DAILY VOICE: Earnings downgrades could happen in COVID affected sectors in upcoming quarter: Dr. Vikas Gupta of OmniScience Capital

Dr. Vikas V Gupta, CEO & Chief Investment Strategist, OmniScience Capital, believes that given the lockdowns, it is likely that earning downgrades could happen in sectors that deal with perishable goods and services. In an interview with Moneycontrol’s Kshitij Anand, Gupta said that investors should look for companies benefiting from life from home theme that includes WFH,…
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One secret about Dividends

The origins of dividends, why they are paid to shareholders, why dividend yields are low in India and a high dividend portfolio revealed. “What exactly is a dividend, Vikram?”, I asked as we were sitting across the breakfast table in Vikram’s apartment in Mumbai. To escape the New York City cold, I had decided to…
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Trillion-$ trick: India could be just one policy tweak away from a tectonic shift in money matters

Economic Times Synopsis The key focus should be to direct first timers, the Robinhood traders, to the equity markets to build wealth over the long-term. It is 2021, the Sensex has touched 50,000 from an initial value of 100 in 1979, i.e. 500 times over nearly 42 years, and Nifty is close to touching 15,000…
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OmniScience Capital introduces a New Asset Class Beyond Mutual Funds on the smallcase platform

OmniScience smallcases bring the exclusive HNI strategies based on Scientific Investing to All   Mumbai, Jan 21, 2020: OmniScience Capital, a SEBI-registered Investment Adviser, has partnered with smallcase, a fintech investment platform, to bring a new asset class OmniScience smallcase. OmniScience smallcases are based on its proprietary Scientific Investing framewok which aims to “Enhance Safety,…
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Is the Economy on a Great Rebound?

Is the Economy on a Great Rebound? The ‘Great Rebound’ of the Economy offers a Great Investment Opportunity Economic data points indicate that economic activity has already rebounded and reached levels seen pre-Covid-19 This ‘Great Rebound’ is supported by the fact that the outlook for the next several quarters and for the next 2 years…
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Sensex, Nifty still far from pre-COVID levels, but over 180 stocks have achieved the goal

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…
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