From Retail to Institutional: Building Portfolios That Withstand Market Cycles

By Ashwini Shami, Executive Vice President & Portfolio Manager, OmniScience Capital

The Unchanging Truth About Markets

Every market cycle delivers the same harsh lesson: wealth creation requires more than riding the next wave. Markets reward discipline and punish…[Read more]

FOMC Rate Cut Analysis and Market Implications

By Ashwini Shami, Executive Vice President and Portfolio Manager, OmniScience Capital

The Federal Open Market Committee (FOMC) has adopted a neutral-to-accommodative monetary policy stance, carefully balancing labor market conditions with inflation dynamics.

Notably, the US core Personal…[Read more]

GST Rationalisation: Implications for India’s Consumption and Growth Cycle-Ashwini Shami
Executive Vice President & Portfolio Manager

The GST Council’s 56th meeting has delivered the most comprehensive overhaul of India’s indirect tax structure since its inception in 2017.

Beyond technical simplification, this reform signals a delib…[Read more]