Investment Guru: 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 Read More
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
Don’t let FOMO push you into making IPO investing mistakes that could haunt you for years. Read Vikas Gupta’s conversation with The Economic Times.
Amidst declining revenue and growth skepticism around IT industry fueled with low Revenue per employee reports, the industry outlook on IT has suffered, but all is not lost as the IT opportunity remains and the current regime is just a strategic shift observed for short terms. Resilient IT firms are adapting, with consulting businesses achieving…
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