The current market presents an attractive opportunity. The Nifty’s current PE ratio stands at approximately 20.5x, which is close to its lowest levels in the last 5-10 years, except for the COVID-induced bottom at 18.71x. At this point, most major uncertainty-inducing events are behind us. While speculating on potential market downturns is always an option,…
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India’s benchmark indexes declined on 10th February, as investors were spooked by U.S. President Donald Trump’s threats to impose new tariffs on all steel and aluminium imports as well as reciprocal tariffs on several countries. Read Dr. Vikas Gupta’s quote in Reuters. Read More
Dr. Vikas Gupta, the CEO and Chief Investment Strategist at OmniScience Capital, pointed out that Indian equity markets are facing pressure due to ongoing selling by foreign institutional investors, mainly influenced by factors from the US—specifically the uncertainty surrounding Trump’s policies—rather than local issues. In spite of the Reserve Bank of India’s interest rate cut…
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Despite a 12% drop in Nifty and Sensex since September, the narrative of a weak Indian economy may not tell the full story. While FII sell-offs and slow GDP growth are concerning, India’s robust 6.8% growth and strong prospects for 2025-2026 put it ahead of most major economies. -Dr. Vikas Gupta with The Economic Times…
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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
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
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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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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