“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…
Read more
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…
Read more
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…
Read more
“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…
Read more
“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…
Read more
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 …
Read more
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
Recent Comments