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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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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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
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