Sabitlenmiş Tweet
Dr. Vikas V Gupta
2.2K posts
Dr. Vikas V Gupta
@vikasvgupta
CEO OmniScience #ScientificInvesting-Evolved #ValueInvesting-SuperNormalCompanies@SuperNormalPrices Global Portfolios-US IN AIoT #DX #AI #IoT #Stocks #Investing
@OmniScience Katılım Temmuz 2009
738 Takip Edilen1.5K Takipçiler
Ever wonder why PMS portfolios look so different from Mutual Funds?
Most investors struggle to understand why one is concentrated while the other is diversified. It all comes down to how you generate real Alpha.
Watch as I break down the "Sweet Spot" for a winning portfolio.
English
Moving to a PMS is about more than just meeting eligibility; it’s about the psychological readiness to navigate higher risks. In this video, I break down the essential criteria and the mindset shift required before you decide to transition to a Portfolio Management Service.
English
Markets reward those who think differently. Rakesh Jhunjhunwala reminds us that real opportunities emerge when you act with conviction, not consensus. Patience, discipline, and independent thinking remain the cornerstone of successful investing.
OmniScienceCapIN@OmniScience_IN
“Always go against the tide. Buy when others are selling and sell when others are buying.” Rakesh Jhunjhunwala reminds us that great investing needs conviction, patience, and the courage to think independently - because following the crowd rarely creates lasting wealth.
English
@OmniScience_IN India’s electronics sector is hitting a massive gear shift! 🇮🇳 ⚙️
From approving the first rare earth magnet unit to achieving 100% self-sufficiency in laminates, the push for "Designed in India" IP is strengthening our tech independence. Huge leap for manufacturing! 🚀📈
English
India is accelerating its push toward electronics self-reliance. From rare earth magnets to batteries and PCBs, local manufacturing is scaling up fast. A big step toward reducing imports and building a strong global manufacturing presence.
#IndiaGrowth #TrendingTuesday
English
Thinking about moving from Mutual Funds to a PMS? Many investors ask when is the right time to make the switch. In this video, I share the two essential criteria every investor must meet before considering a Portfolio Management Service.
English
Dr. Vikas V Gupta retweetledi
Perspective on FY 26 Equity Market Performance and FY27 Investment Outlook by Vikas Gupta, CEO & Chief Investment Strategist, OmniScience Capital
investmentguruindia.com/newsdetail/per…
#Sensex #ExpertViews #MarketOutlook @vikasvgupta #OmniScienceCapital #Investmentguruindia
English
Proud to see India accelerating energy journey with a $2.2T investment plan and a 500+ GW capacity target. We are not just expanding power we are shaping a resilient and sustainable future through stronger grids bold innovation and deeper partnerships with Africa and Global South
OmniScienceCapIN@OmniScience_IN
This #SunnySunday, India is charging ahead! ☀️🇮🇳 With a massive $2.2T investment plan and a record 500 GW+ capacity, we aren't just powering homes - we’re leading the global green revolution. From smart grids to Africa partnerships, the future is bright! ⚡🌱
English
When should you consider investing in PMS? Many wonder when they should switch from Mutual Funds to PMS. Once you hit the ₹2.5–3 Cr threshold, you likely have the risk capacity and corpus to allocate ₹50L to a single strategy. Do you have the evaluation skills to make the leap?
English
How should you think about investing when a war or "Black Swan" event hits? 🌍
I look at whether the event truly impacts the Indian economy, how it hits specific sectors, and if the stock market has already discounted the risk. 📉🚀
Watch the full framework here:
English
A clean banking sector is the bedrock of a resilient economy. This structural strength acts as a key pillar for long-term growth. When institutions maintain disciplined systems and reduced risk, they create lasting value for the entire financial ecosystem and the nation's future.
OmniScienceCapIN@OmniScience_IN
Indian banks are at their strongest! Q3FY26 data shows a massive cleanup. The Gross Non-Performing Asset (GNPA) ratio for all banks fell to 1.9%, while the Net NPA hit a record low of 0.4%. Better recoveries and safety buffers mean a more stable financial system for everyone.
English
Dr. Vikas V Gupta retweetledi
Iran de-escalation remains uncertain, keeping near-term markets cautious. A ~15% correction and a two-year price reset improve valuations. With a domestic focus, Indian companies see limited long-term impact from Middle East tensions.
Read article: bit.ly/daily-voice-as
English
Fear and euphoria drive markets more than fundamentals at times. Prem Watsa captures this timeless insight well. Staying disciplined and rational through cycles is what truly compounds wealth over the long term.
OmniScienceCapIN@OmniScience_IN
When fear takes over markets, opportunity quietly emerges. Prem Watsa reminds us that true investing is about staying rational when others panic. The real edge isn’t timing noise, it’s discipline when it matters most. #WisdomWednesday
English
Dr. Vikas V Gupta retweetledi
Strait of Hormuz tensions are shaking global markets—oil surges, rate cut hopes fade, and volatility rises. What does this mean for investors and the global economy? Get expert insights from Dr. Vikas Gupta.
Check the article in live feed: bit.ly/4uMGjyf
English
A proud moment for India’s naval defense! The commissioning of INS Taragiri is a massive victory for indigenous manufacturing. Mazagon Dock Shipbuilders Limited has delivered a world-class stealth frigate that embodies the true spirit of Atmanirbhar Bharat.
OmniScienceCapIN@OmniScience_IN
Meet INS Taragiri! ⚓🇮🇳 The 4th stealth frigate of Project 17A is ready to dominate the waves. Built by MDL with 75% indigenous content, it’s a powerhouse of BrahMos missiles and advanced stealth tech. A major milestone for Atmanirbhar Bharat and our naval defense.
English
Dr. Vikas V Gupta retweetledi
Meet INS Taragiri! ⚓🇮🇳
The 4th stealth frigate of Project 17A is ready to dominate the waves. Built by MDL with 75% indigenous content, it’s a powerhouse of BrahMos missiles and advanced stealth tech. A major milestone for Atmanirbhar Bharat and our naval defense.
English
India’s rise in semiconductor design reflects a deeper shift - from consumption to creation. As capabilities move up the value chain, the country is steadily positioning itself as a key contributor to global technology and innovation ecosystems.
OmniScienceCapIN@OmniScience_IN
India is designing the future! 🇮🇳 With 20% of the world’s global chip designers and the new Semiconductor Mission 2.0, India has become a premier tech architect. From R&D to cutting-edge 2nm chip design, we are building a self-reliant nation that powers the entire digital world.
English
Dr. Vikas V Gupta retweetledi
Quote on 'Market Decline' from Vikas Gupta, CEO & Chief investment Strategist at @OmniScience_IN
investmentguruindia.com/newsdetail/quo…
#Sensex #MarketOutlook #Nifty #BankNifty @vikasvgupta @OmniScience_IN #Investmentguruindia
English
Many people ask when is the right time to move from Mutual Funds to a PMS. 📈
At OmniScience Capital, my answer is simple: Experience.
You need at least 5 years in equity markets to truly understand the cycles. Once you’re comfortable with the volatility, you’re ready. 💡
English
Dr. Vikas V Gupta retweetledi
Enterprise Value vs Market Cap 📊
Market Cap shows what equity investors see.
Enterprise Value reveals the company’s true worth by including debt and adjusting for cash.
One is surface-level. The other is the full picture.
Know the difference before you invest.
English
Dr. Vikas V Gupta retweetledi
🌸 **Happy Gudi Padwa!** 🌸
Wishing you a year of prosperity, growth, and new beginnings.
May success and happiness shine throughout the year ahead. ✨
English