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July Fed Policy views from Dr Vikas Gupta, OmniScience Capital Below The comments on Fed Policy from Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital. ore CPI remains high at 4.8% even as the headline CPI is at 3%. Unemployment remains at a 50-year low. Economy remains strong in terms of GDP growth. Given this background, the Fed has hiked the rates in the July meeting by 25 bps to the highest level since 2001. It has hinted at further increases if core inflation doesn’t come below 2% soon. However, it could skip the hike...
July Fed Policy views from Dr Vikas Gupta, OmniScience Capital
July Fed Policy views from Dr Vikas Gupta, OmniScience Capital
Source: PR Agency
27/07/2023 1:01:27 PM
Quick Reactions on CPI data May 12 : With CPI within the RBI's tolerance range, RBI can now focus on growth and forex By Dr Vikas Gupta, OmniScience Capital Below is View on CPI data by Mr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital   "With CPI within the RBI's tolerance range, RBI can now focus on growth and forex. While RBI still needs to be watchful for some more time on inflation, by and large the RBI can now move its focus away from controlling inflation. Since the INR is proving quite resilient so far against the USD, it will be interesting to see the RBI policy actions to&nb...
Quick Reactions on CPI data May 12 : With CPI within the RBI's tolerance range, RBI can now focus on growth and forex By Dr Vikas Gupta, OmniScience Capital
Quick Reactions on CPI data May 12 : With CPI within the RBI's tolerance range, RBI can now focus on growth and forex By Dr Vikas Gupta, OmniScience Capital
Source: PR Agency
13/05/2023 9:27:35 AM
The rate cutting cycle in both the US and Indian markets is likely to encourage FIIs to start coming back to India Says Dr Vikas Gupta, OmniScience Capital Below is Statement on CPI Data by Mr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital   Inflation continues its downward trend and has now come below the upper band of 6% of the RBI mandate. This makes RBI's job easier. Right now, RBI would ideally focus on growth rather than inflation. The current inflation with its downward trend will allow RBI to start cutting interest rates in the next few meetings, thus boosting potential growth rat...
The rate cutting cycle in both the US and Indian markets is likely to encourage FIIs to start coming back to India Says Dr Vikas Gupta, OmniScience Capital
The rate cutting cycle in both the US and Indian markets is likely to encourage FIIs to start coming back to India Says Dr Vikas Gupta, OmniScience Capital
Source: PR Agency
13/04/2023 11:14:45 AM
The Fed Vice Chair is working on the measures to stabilize the financial system By Dr Vikas Gupta, OmniScience Capital Below isView on US Fed by Mr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital "Worried about the Street going crazy speculating on all asset classes including commodities, thus making the fight to control inflation more difficult, the Fed chose the hard decision to increase the interest rates but hinted that we are near the peak. Speculators in the Street were disappointed resulting in an immediate fall in the market.  Overall, we don't think it matter...
The Fed Vice Chair is working on the measures to stabilize the financial system By Dr Vikas Gupta, OmniScience Capital
The Fed Vice Chair is working on the measures to stabilize the financial system By Dr Vikas Gupta, OmniScience Capital
Source: OmniScience Capital
23/03/2023 2:03:35 PM
The still high CPI is due to food inflation on which there is not much impact of RBI rate hikes Says Dr Vikas Gupta, OmniScience Capital Below is View on CPI data by Mr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital With the WPI data reinforcing the CPI data in terms of a declining trend in inflation, it looks likely that the CPI will come into the RBI comfort zone of 6% without any further action by the RBI. The still high CPI is due to food inflation on which there is not much impact of RBI rate hikes. RBI was forced to do rate hikes due to the US Fed's, and other major global bank'...
The still high CPI is due to food inflation on which there is not much impact of RBI rate hikes Says Dr Vikas Gupta, OmniScience Capital
The still high CPI is due to food inflation on which there is not much impact of RBI rate hikes Says Dr Vikas Gupta, OmniScience Capital
Source: PR Agency
14/03/2023 3:06:23 PM
The GDP growth numbers came on expected line with India likely to remain on the growth track for FY23 at 7% Says Dr Vikas Gupta, OmniScience Capital Below isView on GDP Data by Mr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital "The GDP growth numbers came on expected line with India likely to remain on the growth track for FY23 at 7%.. The Q3 numbers showed a slowing economy at 4.4% growth, but it is likely that FY24 will start showing a higher growth rate from Q2 with high likelihood that FY24 would end at 7%+. Hopefully, the currently low numbers will help RBI titl the interest policy even more t...
The GDP growth numbers came on expected line with India likely to remain on the growth track for FY23 at 7% Says Dr Vikas Gupta, OmniScience Capital
The GDP growth numbers came on expected line with India likely to remain on the growth track for FY23 at 7% Says Dr Vikas Gupta, OmniScience Capital
Source: OmniScience Capital
28/02/2023 7:50:35 PM
CPI data has come in slightly above the upper bound of the RBI mandate of 6% Says Dr Vikas Gupta, OmniScience Capital Below is View on CPI data by Mr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital "CPI data has come in slightly above the upper bound of the RBI mandate of 6%. While data being out of RBI's comfort zone is a concern, we cannot put too much weight on one month's data. However, if the CPI remains consistently above 6% in coming months then it would be a cause for concern. Depending on the persistence, RBI might maintain higher rates for longer. How...
CPI data has come in slightly above the upper bound of the RBI mandate of 6% Says Dr Vikas Gupta, OmniScience Capital
CPI data has come in slightly above the upper bound of the RBI mandate of 6% Says Dr Vikas Gupta, OmniScience Capital
Source: PR Agency
14/02/2023 3:03:17 PM
RBI rates are likely to stabilize with another 25-bps hike in a future meeting Says Dr Vikas Gupta, OmniScience Capital Below is View on RBI Policy by Mr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital "With inflation at 5.7% and GDP at 7% for FY 23 and estimated inflation for FY 24 at 5.3% and GDP at 6.4%, the inflation outlook for FY24 is benign and within the upper bounds of RBI's mandate while the GDP growth looks robust. In general, the economy looks in good shape and RBI looks to start becoming more dovish going forward to support growth since inflation is li...
RBI rates are likely to stabilize with another 25-bps hike in a future meeting Says Dr Vikas Gupta, OmniScience Capital
RBI rates are likely to stabilize with another 25-bps hike in a future meeting Says Dr Vikas Gupta, OmniScience Capital
Source: OmniScience Capital
8/02/2023 3:37:05 PM
Reactions on December Fed Policy By Dr Vikas Gupta, OmniScience Capital Below Reactions on December Fed Policy By Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital The US Fed did the expected with a 50-bps point increase bringing the current rate to nearly 4,4% (4.25% to 4.5%). The new dot plot shows that the peak interest rate now is expected to be around 5.1% with a small chance of going up to 5.6%. The Fed is expecting to keep rates elevated for a couple of years until 2025, thus spooking the markets. The goods market is in ...
Reactions on December Fed Policy By Dr Vikas Gupta, OmniScience Capital
Reactions on December Fed Policy By Dr Vikas Gupta, OmniScience Capital
Source: PR Agency
15/12/2022 12:51:05 PM
RBI`s increase of35 bps in interest rates is a clear tilt towards supporting growth Says Dr Vikas Gupta, OmniScience Capital Below View on RBI Policy by Mr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital In light of the November increase of 75 bps by the US  Fed and expected 50 bs in the Dec FOMC meeting, RBI's increase of35 bps in interest rates is a clear tilt towards supporting growth. While managing inflation remains important and RBI's words are targeting inflation, the action is clearly supporting growth, as it should be. As RBI cites IMF's statement that ne...
RBI`s increase of35 bps in interest rates is a clear tilt towards supporting growth Says Dr Vikas Gupta, OmniScience Capital
RBI`s increase of35 bps in interest rates is a clear tilt towards supporting growth Says Dr Vikas Gupta, OmniScience Capital
Source: OmniScience Capital
7/12/2022 2:53:48 PM
Exports and Imports growing 24% and 40% shows that the economy continues to be healthy Says Dr Vikas Gupta, OmniScience Capital Below is Statement on GDP Data by Mr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital GDP growth came out broadly in line with market expectations. Slowdown in manufacturing is a cause for concern. However, the high growth in travel, financial services, construction, defence etc was encouraging. Also, credit growth at 20% bodes well for future growth. Government spending has slowed but is likely to pick-up significantly in H2. Exports and Imports growing 24% ...
Exports and Imports growing 24% and 40% shows that the economy continues to be healthy Says Dr Vikas Gupta, OmniScience Capital
Exports and Imports growing 24% and 40% shows that the economy continues to be healthy Says Dr Vikas Gupta, OmniScience Capital
Source: OmniScience Capital
1/12/2022 11:40:15 AM
It looks like H1 2023 is going to see a level of 5-5.5% Fed funds rate Says Dr Vikas Gupta, OmniScience Capital Below is Statement on US Federal Reserve By Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital Mr Market was expecting the 0.75 percentage rate hike from the U.S. Fed which has shown determination to stay the course until the job's done. It looks like H1 2023 is going to see a level of 5-5.5% Fed funds rate and a real GDP of 0%-1%, but a nominal GDP of 6%-7% or so. This should not be confused with a bear market. Most likely by H1 2023 the mark...
It looks like H1 2023 is going to see a level of 5-5.5% Fed funds rate Says Dr Vikas Gupta, OmniScience Capital
It looks like H1 2023 is going to see a level of 5-5.5% Fed funds rate Says Dr Vikas Gupta, OmniScience Capital
Source: PR Agency
3/11/2022 12:14:58 PM
How to get blessings from Goddess Lakshmi and create wealth By Dr Vikas Gupta, OmniScience Capital Below is Perspective on How to get blessings from Goddess Lakshmi and create wealth By Dr Vikas Gupta, CEO and Investment Strategist, OmniScience Capital Diwali is a good time to think about your current and future family wealth. You should consider that you require nearly 500-600 times of your current monthly expenses at retirement to live the same lifestyle without risk of running out of money in your old age. This assumes that the retirement is more than 15-20 years away. Also cons...
How to get blessings from Goddess Lakshmi and create wealth By Dr Vikas Gupta, OmniScience Capital
How to get blessings from Goddess Lakshmi and create wealth By Dr Vikas Gupta, OmniScience Capital
Source: PR Agency
22/10/2022 4:06:58 PM
RBI Monetary Policy : RBI expects it to come within its 6% upper band by Q4 FY23 and 5% by Q1 FY24 Says Dr Vikas Gupta, OmniScience Capital Below is Statement on RBI Monetary Policy By Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital The 50 bps rate hike was in line with the expectations and the Indian equity market has taken it positively. The most important point in the Governor's speech was the statement that forward guidance "may even destabilise financial markets". However, the RBI is quite optimistic about the Indian economy and is fully in control in terms of inflation, cu...
RBI Monetary Policy : RBI expects it to come within its 6% upper band by Q4 FY23 and 5% by Q1 FY24 Says Dr Vikas Gupta, OmniScience Capital
RBI Monetary Policy : RBI expects it to come within its 6% upper band by Q4 FY23 and 5% by Q1 FY24 Says Dr Vikas Gupta, OmniScience Capital
Source: PR Agency
30/09/2022 2:37:19 PM
Omni Science Capital launches the Omni Bharat Amrit Kaal Mumbai: On the occasion of the Azadi Ka Amrit Mahotsav of Bharat, OmniScience Capital, a Global Investment Management firm driven by its proprietary Scientific Investing philosophy, has launched a new investment strategy - the Omni Bharat Amrit Kaal, a portfolio of key growth vectors which are being promoted and initiated in the Union Budget to grow over the next 25 years. The Omni Bharat Amrit Kaal portfolio, currently, provides exposure to six growth vectors, such as&nbs...
Omni Science Capital launches the Omni Bharat Amrit Kaal
Omni Science Capital launches the Omni Bharat Amrit Kaal
Source: PR Agency
18/08/2022 5:24:31 PM
Statement on RBI Monetary Policy By Dr Vikas Gupta, OmniScience Capital Below is Statement on RBI Monetary Policy By Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital Now the RBI has brought back the rates to "neutral"-the same level as before the pandemic. Similarly, the US Fed also views their current level as "neutral". A 50 bps raise after the US Fed's 75 bps raise can be viewed as, effectively, an interest rate cut on a relative basis. This shows the relative bias of the RBI towards supporting GDP g...
Statement on RBI Monetary Policy By Dr Vikas Gupta, OmniScience Capital
Statement on RBI Monetary Policy By Dr Vikas Gupta, OmniScience Capital
Source: PR Agency
5/08/2022 2:28:14 PM
Statement on WPI Data June 2022 By Dr. Vikas Gupta, OmniScience Capital Below is Statement on Statement on WPI Data June 2022  By Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital The month-on-month inflation for manufactured products, which is the largest weightage in the WPI index, is easing significantly and so is Fuel and power. It is likely that WPI should ease further going forward given crude oil and commodity prices are moving downwards. This will help improve the overall macroeconomic scenario and reduce at least ...
Statement on WPI Data June 2022 By Dr. Vikas Gupta, OmniScience Capital
Statement on WPI Data June 2022 By Dr. Vikas Gupta, OmniScience Capital
Source: PR Agency
14/07/2022 3:40:44 PM
Statement on RBI-MPC repo hike By Dr. Vikas Gupta, OmniScience Capital Below is Statement on RBI-MPC repo hike By Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital The RBI is clear on 3 things: 1. That the real driver of inflation is supply-side based and cannot be controlled by raising interest rates. 2. Interest rates have to be raised to keep the "inflation expectations" in check. 3. Liquidity has to be brought back to the pre-pandemic level while accommodating and supporting growth. Growth in the econ...
Statement on RBI-MPC repo hike By Dr. Vikas Gupta, OmniScience Capital
Statement on RBI-MPC repo hike By Dr. Vikas Gupta, OmniScience Capital
Source: PR Agency
8/06/2022 12:36:08 PM
Statement on GDP Data By Dr. Vikas Gupta, OmniScience Capital Below is Statement on GDP Data by Mr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital “All the sectors or industries a out significantly above the pre-pandemic levels in 2011-12 prices. Gross fixed capital formation was robust indicating future growth and business confidence. Both imports (18%) and exports (16%) showed significant growth in terms 2011-12 prices”  Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital ...
Statement on GDP Data By Dr. Vikas Gupta, OmniScience Capital
Statement on GDP Data By Dr. Vikas Gupta, OmniScience Capital
Source: PR Agency
1/06/2022 8:49:14 AM
Statement on WPI data By Dr. Vikas Gupta, OmniScience Capital Below is Statement on WPI data By Dr. Vikas Gupta, CEO & Chief Investment Strategist, OmniScience Capital “WPI inflation was primarily driven higher by the fuel prices with the Fuel & Power Index growing at nearly 39%. There are two factors here, the crude oil prices as well as the exchange rates. The crude oil prices are currently reflecting the geo-political turmoil. The exchange rates are partly reflecting the geo-political turmoil but the primary drivers ar...
Statement on WPI data By Dr. Vikas Gupta, OmniScience Capital
Statement on WPI data By Dr. Vikas Gupta, OmniScience Capital
Source: PR Agency
18/05/2022 12:30:12 PM