We are thrilled to share our latest research report on the power sector, highlighting why it’s an attractive investment opportunity right now. Our in-depth analysis covers insights on: India’s Power Sector: What is driving this growth vector? Growth Expectations Power Capacity Additions EV industry as a major power consumer Impact of Growth of Data Centers…
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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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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
Finance Minister Nirmala Sitharaman’s Budget speech presents a well-rounded strategy for economic development, with a strong emphasis on women, youth, and marginalized communities. The government’s initiatives are designed to drive growth, create jobs, and build robust infrastructure, ensuring a brighter future for all Indians. Fiscal Discipline and Economic Stability A key highlight of the…
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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. Read More
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. Read More
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 Read More
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. On Moneycontrol, Deloitte joint CEO Survey Read More
Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital says that NRIs should consider a dual approach to their investments by diversifying into both US and global stocks. Read More
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