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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“The Fed’s rate cuts are likely to stimulate growth, with U.S. equities and emerging markets expected to gain in the long term, despite near-term volatility. For global investors, especially in emerging markets like India, cheaper financing could boost investment flows, particularly from Foreign Institutional Investors (FIIs).” – Dr. Vikas Gupta, CEO & Chief Investment Strategist…
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There is excitement in the pharma space, but with the Nifty Pharma index’s price-to-earnings (PE) valuation multiple at 38, the sector is fully priced for its growth outlook. Based on our scientific investing framework, we recommend taking some profits rather than increasing exposure.” -Ashwini Shami (EVP and Portfolio Manager – OmniScience Capital) with Moneycontrol …
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The investment universe needs to be broadened to non-conventional proxy defence and other forms of more subtle defence so that undervalued companies can be found.” – Vikas Gupta CEO, OmniScience Capital Read More
The fundamentals of defence stocks remain extremely strong in terms of revenue, profits, growth visibility, and order books. A few pure play defence stocks are still investible from a valuation perspective, but many appear overvalued. – Dr Vikas Gupta Read More
India’s GDP growth for the quarter ending June 2024 registered at 6.7%, slightly below expectations. While this indicates a modest slowdown, the underlying data remains encouraging, with strong growth in private consumption and a notable rise in investment activity.” Read Dr. Vikas Gupta’s views on India’s Q1 GDP numbers. Read More
We would be very careful in discriminating between moat PSUs which are not overvalued, vs which are overvalued and also between moat vs non-moat PSUs before reaching a conclusion.” Dr. Vikas Gupta, CEO at OmniScience Capital with Economic Times . Read More
Market Turmoil: BoJ Rate Increase Spurs Global Economic Rethink by Dr. Vikas V. Gupta, CEO & Chief Investment Strategist, OmniScience Capital Read More
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
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