We are optimistic about a capex heavy, infra oriented budget targeted towards development rather than targeted to providing freebies for individuals. This will drive revenue and earnings growth for next few years.” Read Dr. Vikas Gupta’s quote in Moneycontrol. Read More
“Various leading indicators suggest strong economic growth during the third quarter of the current financial year. The index of industrial production has grown consistently since August 2024. GST collections for the first nine months grew at 9.1% YoY and the direct taxes grew by 15% till November 2024. The composite PMI index rose to 59.2…
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If we step back from the near term, we are at the inflection of an economic boom. Interest-rate cuts will define the broader direction of the Indian stock market. -Dr. Vikas Gupta (CEO, OmniScience Capital) Read More
We are pleased to share with you our latest research report, which delves into the current landscape of the Indian equity markets and provides valuable insights into identifying alpha-generating opportunities. In this comprehensive study, we explore key market trends, sector performance, and our Scientific Investing Framework designed to help investors navigate the market with greater…
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In 2024, the Indian stock market saw the BSE Sensex rise 8.17% and NSE Nifty50 climb 8.8%, despite challenges like foreign investor selling and geopolitical tensions. Strong macroeconomic stability and earnings growth are expected to support market performance in the coming years. Read why we are saying this. Read More
Defence manufacturing in India continues to break new records year after year, with the country’s total defence output reaching INR 1.27 lakh crores in FY2024, growing by approximately 17% from FY2023, and nearly 60% since FY2020, representing an annualized growth rate of approximately 12.6%. With INR 6.2 lakh crores in military spending, India is currently…
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The market has digested the continuing geo-political concerns and with the new US president taking an anti-war stance, there are high chances that various regional wars shall eventually stabilise in the near future. Investors should stay away from the overvalued sectors and the sectors where the long-term growth visibility is missing. Read Ashwini Shami’s (EVP…
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As the United States transitions to a new administration under former President Donald Trump, investors are evaluating potential shifts in U.S. economic and geopolitical strategies. Dr. Vikas Gupta, CEO and Chief Investment Strategist of OmniScience Capital, provides insights into how these changes could impact markets and offers guidance on positioning portfolios to benefit from new…
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With nearly four million electric vehicles (EVs) sold in India cumulatively by March this year, the market is in the midst of an explosive growth phase and will become a major power consumer. With an anticipated total power consumption of approximately 100 TWh by 2030, EVs have the potential to rank among the nation’s single…
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“Electric Vehicles will dominate Indian roads by 2030 as the government targets 30% EV penetration on Indian roads by 2030. There are numerous government programs and subsidies, such FAME and PLI in place to encourage the use of EVs in India. “With an anticipated total power consumption of approximately 100 TWh by 2030, EVs have…
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