Science of Alpha from Safety
Omni Fintech, Digital Payments & Banking: A Digital Revolution A Portfolio of Companies Revolutionizing Finance in India “For a window on what this future looks like, we can look to India…” –ACI Worldwide report on real-time payments Digitization has led to a sweeping change in the Indian Financial sector, bringing in a new era of…
Read more
Omni Bullet Train: Putting India on the Fast Track Putting India on the Fast Track Railways serve as one of the foundations of the Indian economy, having the 4th largest network in the world after US, China, and Russia[i]. With India projected to account for 40% of global rail travel by 2050[ii], the future of…
Read more
GDP @$25 Trillion & Unemployment @3.5%—The US Economy Looks Strong According to the Bureau of Economic Affairs, the annualized US nominal GDP was at $25 trillion in the second quarter growing at 8.5%. The real GDP shrunk by 0.6% but the real GDI (Gross Domestic Income) grew by 0.1%. In short, the GDP grew…
Read more
Omni Power: Electrifying India A Portfolio of Companies Empowering every Indian household “A portfolio of highly undervalued companies that are consistent performers and market leaders across the Power value chain” India is the 3rd largest power producer and 2nd largest power consumer in the world with an installed capacity of nearly 400 GW. The sector…
Read more
BBBY Stress Test and Analysis as a Portfolio Investment The so-called “news” flow and market prices of both, debt and equity, of Bed Bath & Beyond, Inc. (Ticker: BBBY) is apparently showing distress. Some “analysts” or media persons are going around writing articles and giving interviews that the company is headed for bankruptcy. Further, there…
Read more
Are all Negatives already Discounted by the Market? If yes, where do the markets move from here? Disclaimer: Any mention of company names DOES NOT mean an endorsement or recommendation to buy, sell or hold any of these companies, sectors or the index or index-linked products. This is not investment advice, please see the detailed…
Read more
Investing in global markets in the backdrop of the Russia-Ukraine war The US provides exposure to an interesting matrix of growth vectors ranging from artificial intelligence, consumer technology, Internet of Things, 5G, Metaverse and Cloud, to healthcare, athleisure, fitness and wellness, electric vehicles and digital transformation. Russia’s February 24 invasion of neighbouring Ukraine and sanctions…
Read more
The direct way to invest in global stocks The limits for mutual funds to invest abroad may have been exhausted and new limits will come, eventually. In the meantime, Indian investors can buy shares of foreign-listed companies directly. VIKAS GUPTA MARCH 21, 2022 / 08:28 AM IST (Moneycontrol) It has been a month since…
Read more
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…
Read more
OmniScience Strategies US Annual Update for 2021 Global Multi-Thematic Investment Opportunities Enhance Safety, Enhance Growth, Enhance Returns In 2021 Mr. Market delivered fantastic returns, with Asian exception 2021 has been a fantastic year for equity investors across many markets across the World. S&P 500 delivered 28.71%, Nasdaq-100 27.51%, MSCI Europe 16.97%, Sensex 23.23%, and Nifty…
Read more
Recent Comments