Mumbai 400051, India
+91-90045 60540
info@omnisciencecapital.com

Month: July 2024

Science of Alpha from Safety

Economic Times: Mutual funds raise stake in TCS, Infosys, 2 other IT stocks; FIIs cut. Who’s smart?

The expectation of a Federal Reserve interest rate cut in September this year and developments in generative AI (Gen AI) are two positive factors for IT companies. The growth of the AI order book for companies such as IBM and Accenture indicates higher demand for customization and integration required for Gen AI implementation. Read More

Budget 2024 : Comprehensive Approach to Economic Development

Finance Minister Nirmala Sitharaman’s Budget speech presents a well-rounded strategy for economic development, with a strong emphasis on women, youth, and marginalized communities. The government’s initiatives are designed to drive growth, create jobs, and build robust infrastructure, ensuring a brighter future for all Indians.   Fiscal Discipline and Economic Stability A key highlight of the…
Read more

BizNewsDesk: Upcoming Budget to Strengthen Government Balance Sheet and INR: Dr Vikas Gupta, CEO OmniScience Capital

Dr. Vikas Gupta provides an analysis of the forthcoming budget, emphasizing its role in bolstering the government’s fiscal position and the Indian Rupee. The continuity of the current administration underscores its commitment to a consistent policy framework, with priorities including fiscal discipline, infrastructure enhancement, social welfare, and other critical sectors. Read More

Moneycontrol: Budget 2024: Semiconductor industry upbeat on govt push for self-sufficience

The global move towards a more redundant supply chain away from China is attracting international semiconductor companies to consider India as a possible base. The PLI schemes and the global supply chain restructuring provide solid grounds for growth for the semiconductor sector in India. Read More

Economic Times: Rail stocks zoom up to 101% since Interim Budget. Is there still time to board the money-making train?

The focus on faster execution is expected to boost revenues and profit growth. If growth rates are achieved, current valuations are justified; otherwise, they may appear stretched,” Dr Vikas Gupta, OmniScience Capital, with Economic Times Read More

Moneycontrol: CEOs anticipate stable corporate tax regime in budget

Dr. Vikas Gupta, CEO of OmniScience Capital, believes that certain sectors might get some incentives in terms of R&D, PLI, capex, or other rebates. On Moneycontrol, Deloitte joint CEO Survey Read More

Financial Express: NRIs settled in USA: Why should they consider investing in US stock market?

Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital says that NRIs should consider a dual approach to their investments by diversifying into both US and global stocks. Read More