Welcome to the March 2025 edition of our monthly newsletter! We’re excited to bring you comprehensive insights into the market landscape and an update on our portfolio performance. In this edition, you’ll find: Monthly Overview Macro-Economic Indicators Omni Smallcases Valuation Metrics Major Indices Performance & Metrics OmniScience in the News Report of the month: Indian…
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Introducing our latest research report, Budget Battle 2025: Consumption vs Capital Investment, a comprehensive analysis of the Government of India’s fiscal strategy. This budget has captured attention with a landmark tax relief—raising the zero tax slab from INR 7 lakhs to INR 12 lakhs. This shift is expected to leave an extra INR 1 lakh…
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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
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
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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We are thrilled to share our latest research on Bank Sector. Our latest research report delves deep into the Indian Banking Sector, offering valuable insights into its current landscape and future trajectory. Our in-depth analysis covers insights on: India’s Banking Industry: What is Driving this Growth Vector? India’s Credit Growth Story Asset Quality of Indian…
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We are thrilled to share our latest research on Bank Sector. Our latest research report delves deep into the Indian Banking Sector, offering valuable insights into its current landscape and future trajectory. Our in-depth analysis covers insights on: India’s Banking Industry: What is Driving this Growth Vector? India’s Credit Growth Story Asset Quality of Indian…
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