⚓ India is going full steam ahead!
By 2035, the Indian Navy will command a fleet of 200+ warships and submarines, defending our seas and boosting indigenous defense manufacturing.

#MacroMonday #DefenceManufacturing #DefenceSector

H-1B Visa Fee Hike: What It Means for India, Companies, and Professionals

By VRIGHT Exchange Research and Strategy Desk

The U.S. government’s recent proposal to impose a $100,000 fee on new H-1B visa petitions marks a major shift in immigration policy with the potential to reshape global talent flows.

Signed by President Donald Trump, the p…[Read more]

How Global Events Shape Market Dynamics — Navigating the Geopolitical Chess Game

By Sudarshan Srinivasan, Founder – WayMark

In an era where a single tweet can move markets and geopolitical tensions ripple across continents in milliseconds, understanding the intricate dance between global politics and financial markets has never been more c…[Read more]

Beyond Capital: Why SMEs Need Strategic Partners, Not Just Investors

By Ajay Thakur, Managing Partner, TGI SME Capital

Beyond Capital
In India’s dynamic growth story, SMEs stand as the silent engines powering innovation, employment, and wealth creation. Over the last decade, we have seen SMEs transform from local players into globally c…[Read more]

H-1B fee hike adds pressure on Indian IT.
Our Scientific Investing framework flagged risks early – we fully exited IT stocks in Jan 2025. Evidence > noise is how we protect & grow wealth.
#ScientificInvesting #IT #H1B

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

#SunnySunday
India’s Services Sector is Having a Moment!
With record demand, rising exports, and 15-year high growth, the backbone of India’s economy is stronger than ever.
Here’s to a Sunday full of sunshine – and service-driven success!

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]

Fed Rate Cut Brings Liquidity: Siddha Group Comments

The U.S. Federal Reserve’s recent 25 bps rate cut marks a measured shift in global monetary policy aimed at supporting growth amid slowing job markets and inflation pressures.

While Chair Jerome Powell emphasized that future moves will remain data-dependent, the decision has broadly s…[Read more]

GST 2.0 = Growth, Simplicity, Relief
From household essentials to healthcare and housing, GST 2.0 brings real savings and ease of doing business.
A citizen-first, business-friendly reform that powers India’s next economic leap.

#ThrivingThursday #GSTReform #GSTIndia

The Hidden Price of Lies: How Misinformation is Costing Us Billions

By Sudarshan Srinivasan is Founder – WayMark

In our hyper-connected digital age, information travels at the speed of light—but so do lies. What was once confined to neighbourhood gossip or tabloid headlines has evolved into a global phenomenon that’s quietly bleeding our econo…[Read more]

India – U.S. Trade Deficit? Not So Fast.
Everyone’s talking about India’s goods surplus and U.S. concerns – but the full picture shows a near-balanced flow. U.S. companies, platforms, and universities earn big from India. Net gap? Just $3B.

Geopolitics, Trade Pressures, and the Investor Lens: Lessons for India

By VRIGHT Exchange Research and Strategy Desk

The unexpected resignation of Japan’s Prime Minister after signing a contentious trade deal with the United States underscores a key reality: even the most established US allies are finding it difficult to navigate W…[Read more]

Weekly Expiry Debate: Stress Test for India’s Derivatives Market

By VRIGHT Exchange Research and Strategy Desk

In India’s capital markets, few instruments have reshaped trading dynamics as profoundly as weekly futures and options (F&O) expiries.
The recent speculation about potential regulatory curbs underscored two vital lessons—why verif…[Read more]