OmniScience Capital Interview by Mpneycontrol

Daily Voice: Despite steep tariffs, OmniScience’s Vikas Gupta sees strong earnings recovery in 2HFY26

Vikas Gupta is the CEO and Chief Investment Strategist at OmniScience Capital

Despite the hefty tariff rate of 50 percent, Vikas Gupta, the CEO and Chief Investment Strategist at OmniScience C…[Read more]

Equity Markets & Sector News Update -14 Aug, 2025

Markets & Equities

• Indian indices opened flat to modest gains:
o Nifty 50 marginally up to ~24,648–24,650,
o Sensex hovered near 80,600, up about 0.1%.

• Markets poised to break six-week losing streak, supported by positive FY25 earnings and optimism around US-Russia diplo…[Read more]

Many fund houses have exhausted the SEBI-specified fund categories, making New Fund Offers (NFOs)—especially Fund of Funds (FoFs)—an appealing way to raise fresh AUM. With equity markets trading at elevated P/E levels and global macroeconomic uncertainties (e.g., ongoing tariff risks), managers may favor FoFs for their flexibility to shift acr…[Read more]

Equity Markets & Sector News Update -8 Aug, 2025

Market & Macro Trends
• Indian markets opened on a weak note, slipping as U.S.-India trade tensions escalated:
o Sensex tumbled over 500 points, while Nifty fell below 24,450 amid fears of reduced export competitiveness due to steep tariffs.
o IT & Pharmaceutical sectors led losses, with d…[Read more]

Policy update for 7 August 2025

RBI / Monetary Policy

Key Highlights

• Repo rate: Held steady at 5.50% (unanimous MPC decision)
• Policy stance: Maintained as “Neutral”, indicating neither tightening nor easing immediately
• GDP forecast: Kept at 6.5% for FY26, with stable inflation projection (CPI ~3.1%, core inflation ~4%)
• CRR cu…[Read more]

India’s Q-Commerce Market Is Exploding!

From groceries to gadgets in minutes – the quick commerce sector is rewriting retail rules.

Disclaimer : https://www.omnisciencecapital.com/disclosures/

Sector wise new updates for August 2, 2025

Economy & Trade

• The U.S. has imposed a sweeping 25% tariff on all Indian exports, effective August 7, putting around $85 billion worth of exports at risk Key sectors exposed include IT/software services, pharmaceuticals, textiles, auto parts, and engineering goods India’s GST collections rose 7.5% y…[Read more]

Sector-wise top stories and market developments -August 1, 2025:

Macro & Markets
• U.S. enforces 25% tariffs on Indian goods, effective August 1, unexpectedly widening to $87 billion in exports amid unresolved trade negotiations. This move cast a shadow over export-linked sectors.
• FII outflows continue, with net selling of ₹55,8…[Read more]

India’s EV journey is picking up speed!
With government support through schemes like FAME II and funds for battery and mineral supply, the EV future looks strong.
Even Tesla’s recent entry into India shows how big the EV opportunity is becoming. ⚡🇮🇳

India spends 14% of its GDP on logistics—well above the global average—mainly due to heavy reliance on costly road transport (67% share).

Boosting rail and multimodal infrastructure can cut costs and improve supply chain efficiency. Key drivers: e-commerce, infra push, and tech adoption.

Mazagon Dock, Garden Reach to HAL: Defence stocks crash up to 19% in just one month. Time to buy or steer clear?

🗣 Insights from Dr. Vikas Gupta, CEO & CIO,
Omniscience Capital.

🔗 Read the full article:…[Read more]

Ashwini Shami, EVP and Senior Portfolio Manager ,OmniScience Capital Views on story by Times of India and ET

Why 60% of NSE 500 stocks remain below their 2024 highs

Despite these declines, elevated valuations persist in many ..

Read more…[Read more]

India’s electric consumption set to go up manyfold !