Varinder Bansal

VB Daily Newsletter

OMKARA CAPITAL — DAILY NEWSLETTER: 25th August 2026

Risk Management Comes First

VB Daily Newsletter

OMKARA CAPITAL — DAILY NEWSLETTER: 24th August 2026

Discussion has now shifted to commodities, bitcoin, the weakening U.S. dollar & Indian equities

VB Daily Newsletter

OMKARA CAPITAL — DAILY NEWSLETTER: 20th August 2026

Speed thrills, but kills as well.

VB Daily Newsletter

OMKARA CAPITAL — DAILY NEWSLETTER: 19th August 2026

A Note on Re-Rating and Narratives

VB Daily Newsletter

OMKARA CAPITAL — DAILY NEWSLETTER: 18th August 2026

Risk Management Matters More Than Speed

VB Daily Newsletter

OMKARA CAPITAL - DAILY NEWSLETTER 17th August 2026

EARNINGS SEASON ENDS ON A STRONG NOTE

VB Blogs

India at 80: The Case You Can't Ignore: VB

India is no longer a tactical bet you hold for a few quarters

VB Daily Newsletter

OMKARA CAPITAL - DAILY NEWSLETTER 14th August 2026

Solar Industries was the standout result

VB Daily Newsletter

OMKARA CAPITAL - DAILY NEWSLETTER 13th August 2026

Sansera was the standout result

Quant Section

QUANT SECTION: 12th AUGUST 2026

Wednesday's US CPI release is expected to be the week's defining macro event

VB Daily Newsletter

OMKARA CAPITAL - DAILY NEWSLETTER 12th August 2026

MANAPPURAM IS THE CLEAR Q1FY27 WINNER

VB Daily Newsletter

OMKARA CAPITAL - DAILY NEWSLETTER 11th August 2026

I have been highlighting the possibility of a fundraising and block-deal tsunami in a happy, bullish market