VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (10th July 2026)
Well, the good news is that the fear that took place a few days back has subsided.
Varinder Bansal
VB Daily Newsletter
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.
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (8th July 2026)
When markets run high, discipline matters even more — and that is our edge.
VB Daily Newsletter
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.
VB Daily Newsletter
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.
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (3rd July, 2026)
Clear positive surprises: Bajaj Housing Finance, Bajaj Finance and Ujjivan SFB.
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (2nd July, 2026)
We are loaded with financials as a basket & just need to wait now for the earnings to do the magic.
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (1st July, 2026)
The IT Sector will again be hit today post KPIT warning & relaunch of Anthropic’s Fable 5 AI Model.
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (30th June, 2026)
The next big trigger for individual stocks will be quarterly earnings.
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (28th June, 2026)
TURN-TURN-TURN-INDIA’S TURN IS COMING SOON
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (25th June, 2026)
CRUDE ERASES ALL THE GAINS SEEN DURING WEST ASIA WAR
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (23rd June, 2026)
Themes create excitement. Earnings create wealth. Valuations determine returns. Never forget the difference