Market Turmoil: BoJ Rate Increase Spurs Global Economic Rethink
Market Turmoil: BoJ Rate Increase Spurs Global Economic Rethink by Dr. Vikas V. Gupta, CEO & Chief Investment Strategist, OmniScience Capital
Mutual funds raise stake in TCS, Infosys, 2 other IT stocks; FIIs cut. Who's smart?
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.
Budget 2024: Semiconductor industry upbeat on govt push for self-sufficience
The global move towards a more redundant supply chain away from China is attracting international semiconductor companies to consider India as a possible base. The PLI schemes and the global supply chain restructuring provide solid grounds for growth for the semiconductor sector in India.
Upcoming Budget to Strengthen Government Balance Sheet and INR
Dr. Vikas Gupta provides an analysis of the forthcoming budget, emphasizing its role in bolstering the government's fiscal position and the Indian Rupee. The continuity of the current administration underscores its commitment to a consistent policy framework, with priorities including fiscal discipline, infrastructure enhancement, social welfare, and other critical sectors.
Rail stocks zoom up to 101% since Interim Budget. Is there still time to board the money-making train?
The focus on faster execution is expected to boost revenues and profit growth. If growth rates are achieved, current valuations are justified; otherwise, they may appear stretched," Dr Vikas Gupta, OmniScience Capital, with Economic Times
MC Survey: CEOs anticipate stable corporate tax regime in budget
Dr. Vikas Gupta, CEO of OmniScience Capital, believes that certain sectors might get some incentives in terms of R&D, PLI, capex, or other rebates.