OMKARA CAPITAL – DAILY NEWSLETTER (10th July 2026)
Well, the good news is that the fear that took place a few days back has subsided.
QUANT SECTION: 10th JULY 2026
Sector View: Realty and Pharma continue to show the strongest relative strength.
OMKARA CAPITAL – DAILY NEWSLETTER (9th July 2026)
We continue to believe that this is the bump and not the collapse of the USA and Iran deal.
QUANT SECTION: 9th JULY 2026
Nifty has formed a downside gap at 24,300–24,350, making it the strong resistance zone.
QUANT SECTION: 8th JULY 2026
Fedbank Financial (156): The 145–148 zone has acted as a strong support throughout the four-month consolidation.
OMKARA CAPITAL – DAILY NEWSLETTER (8th July 2026)
When markets run high, discipline matters even more — and that is our edge.
QUANT SECTION: 7th JULY 2026
Nifty has closed above its 200-day EMA for the first time since February
OMKARA CAPITAL – DAILY NEWSLETTER (7th July 2026)
After a volatile year of noise and fear, the strategy is to participate with discipline rather than chase every incremental opportunity.
QUANT SECTION: 6th JULY 2026
Sector Performance: Realty and Healthcare outperformed last week, while PSU Banks and Energy were the top laggards.
OMKARA CAPITAL – DAILY NEWSLETTER (6th July, 2026)
Overall, the early business updates indicate stable macro conditions, improving retail demand and no evidence of a broad-based slowdown, although funding costs and deposit mobilisation remain key monitorables for banks.
Omkara Capital Clients Meet - 05th July 2026
QUANT SECTION: 3rd JULY 2026
Long Build-Up: 81 stocks saw an increase in OI and price, suggesting a build-up of long positions.