Science of Alpha from Safety
Are all Negatives already Discounted by the Market? If yes, where do the markets move from here? Disclaimer: Any mention of company names DOES NOT mean an endorsement or recommendation to buy, sell or hold any of these companies, sectors or the index or index-linked products. This is not investment advice, please see the detailed…
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The direct way to invest in global stocks The limits for mutual funds to invest abroad may have been exhausted and new limits will come, eventually. In the meantime, Indian investors can buy shares of foreign-listed companies directly. VIKAS GUPTA MARCH 21, 2022 / 08:28 AM IST (Moneycontrol) It has been a month since…
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US market valuations not expensive, opportunities in niche segments still attractive Concentrate on segments such as information technology, consumer discretionary, consumer staples, communications and industrials Despite the COVID-19 crisis, the US economy did quite well in 2020. According to the Fed’s Economic Projections on Dec 16, 2020, the real GDP for 2020 is expected to…
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Synopsis “While there is a bubble in stocks like Tesla and Netflix there are a lot of individual stock opportunities available and investors can build a portfolio of companies with good fundamentals and fair valuations,” says Vikas Gupta, Chief Investment Strategist, Omniscience Capital. https://bit.ly/3hD8ASD
(Published in Moneycontrol) With more and more brokerages offering a platform to trade and invest in the US market, a large number of India’s retail investors appear to be ready to bet on US equities. OmniScience Capital’s views in the Moneycontrol article
Published in ET Magazine Apple, Google, Amazon, Facebook. What can Indian retail investors who want a piece of the action in the hottest technology companies in the world do? Read on @ ET Magazine
Dear Investors: In the previous OmniView we have discussed how the SuperNormal portfolio is created using the Scientific Investing approach. Further, we also provided the portfolio governance process during a time of crisis like the current times. In this OmniView we will introduce you to the key segments comprising the US OmniSupreme portfolio. This is…
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(Published in MoneyControl) You need to build a US dollar-based kitty. Such investments would help you build a substantial corpus in the long-term Apple, Facebook and Microsoft, Amazon, Alibaba, Pfizer and Merck: these world-class companies have weathered the COVID-19 storm and their shares have soared. No wonder then that the rally in these stocks has…
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INR Returns across US, EU, UK, JP since GFC The typical Indian Investor believes that the Indian markets deliverthe highest returns. The Scientific Investor understands that beliefsshould develop from facts. The facts show that the Global marketsdelivered higher returns as compared to the Indian markets overthe last 10 years. Indian investors should consider investing globally.…
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