Ashwini Shami, Executive Vice President at OmniScience Capital, highlighted that the revival of US-India trade talks could benefit India by providing access to advanced defense technology and potential tariff advantages. The bilateral trade agreement being discussed may include reciprocal defense procurement, allowing India to export to the US. Read his full interview with Live Mint.…
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Defence stocks have gained momentum after the Defence Acquisition Council (DAC) last week accorded acceptance of necessity (AoNs) to eight capital acquisition proposals amounting over ₹54,000 crore and strong defence order inflow. Read the quote of Dr. Vikas Gupta with Businessline Read More
Rather than focusing on market movements, for a scientific investor, it is always better to focus on the economy. India’s economic growth is one of the highest across any major economy. Even for 2025, investor optimism is closely related to market action and that is not too high. However, India’s real GDP is expected to…
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Welcome to the March 2025 edition of our monthly newsletter! We’re excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the month: Indian…
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Amid high volatility in the Indian stock market, experts are betting high on power sector stocks. “The power theme has been on our radar for quite some time, and we are quite optimistic on the theme, due to severe mispricing in several stocks in the sector. We see several attractive power generation companies mispriced given…
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Foreign institutional investors (FIIs) have been rapidly offloading Indian equities, with February seeing notable sell-offs in sectors like capital goods, FMCG, financials, and oil & gas. Factors such as high valuations, attractive US bond yields, and Indian tax regimes are driving this exodus, significantly impacting market dynamics. In global markets, the most obvious AI plays…
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