Market Overview & Macro Trends
Muted Market Sentiment: GIFT Nifty flat near 24,960 amid geopolitical tensions (Israel-Iran), weak global cues.

FII–DII Trend: Continued FII selling (~₹2,540 Cr), counterbalanced by strong DII support.

Crude Impact: Brent trending higher due to rising tensions and U.S. warnings over Tehran.

Inflation Support: CPI…[Read more]

OmniScience Views on Defece@aryanpremrana
India is expected to become the third largest economy in the world in a few years. As it grows, the expectation is that it could increase its defence budget from around 2 per cent now to 3 per cent or even 4 per cent. When India’s GDP touches $10 trillion, the defence budget is expected to grow to more t…[Read more]

Sector-wise news report for June 16, 2025, including the latest rate action, commodities, and corporate developments.

>>>Financial Services
Yes Bank: Moody’s upgraded ratings to Ba2 from Ba3; outlook changed to Stable.

IndusInd Bank: RBI approved reappointment of Chokshi & Chokshi and appointment of Borkar & Muzumdar as Joint Auditors.

South I…[Read more]

Iran-Israel conflict: Chinese defence stocks surge up to 13% as Iran vows to retaliate against Israeli strikes

“While so far China has not given Iran any high-end defence technologies, including any fighter jets. But there are speculations that now nobody will supply to Iran, with Russia and China as likely candidates,” said Dr Vikas Gupta, CEO…[Read more]

Corporate update and Investment Highlights

>>Energy & Utilities
Crompton Greaves: Received ₹101 Cr LOA for 4,500 off‑grid solar project from Maharashtra Energy Body. (Positive)

Sterling & Wilson Renewable: Long‑term bank facilities upgraded by Infomerics to IVR BBB+/Stable (from Acuite BBB–/Stable). (Positive)

NTPC: Completed trial operation o…[Read more]

Sector-wise update of major corporate, business, and equity investor news in India for June 11, 2025.

>> Financial Services & Capital Markets

Capri Global Capital: Opened QIP to raise ₹2,000 crore at ₹146.5/share (19% discount); includes ₹500 Cr green shoe. Funds for capital augmentation and partial debt repayment.

Aditya Birla Capital: Adven…[Read more]

Passive MF inflows continue for 55th straight month; Gold ETFs turn positive : CNBC Report

Commenting on the trend, Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital, said, “Indian investors are becoming more mature and are allocating rationally. Flexicap and multicap allocations continue, while small-cap funds are seeing l…[Read more]

Moneycontrol Interview !

Nifty Realty Index’s price-to-earnings ration is 51. At such high valuations, the real estate stocks are unlikely to be good investments, said Vikas Gupta of OmniScience Capital in an interview to Moneycontrol

Please click to read,…[Read more]

Moneycontrol Interview !

Nifty Realty Index’s price-to-earnings ration is 51. At such high valuations, the real estate stocks are unlikely to be good investments, said Vikas Gupta of OmniScience Capital in an interview to Moneycontrol

Please click to read,…[Read more]