VB Daily Newsletter
OMKARA CAPITAL - DAILY NEWSLETTER 10th August 2026
This week will be full of expectations, anticipation, anxiety and, most importantly, learnings
VB Daily Newsletter
This week will be full of expectations, anticipation, anxiety and, most importantly, learnings
VB Daily Newsletter
This earnings season has been beautiful
VB Daily Newsletter
LIC OFS: AN IMPORTANT MILESTONE FOR INDIAN MARKETS
VB Daily Newsletter
SOME MARKETS GYAAN – REMAIN BULLISH, BUT WITH CONTROL AND RISK MANAGEMENT IN MIND
VB Daily Newsletter
Trump said he has cancelled the US attack on Iran and that the “perimeters of a deal” have been agreed to
VB Daily Newsletter
If I am bullish, or if I believe that the world will look at India after 2-3 years of older performance, that is happening.
VB Daily Newsletter
All the hot money, which was chasing very few ideas, riding on a maximum on 5-10 stocks in the world are now getting hit hard.
VB Daily Newsletter
I have always experienced that earnings season confuses everyone.
VB Daily Newsletter
there are talks that the USA and Iran may have direct talks
A mini cease-fire is coming. Let’s focus on individual companies & earnings and concalls. Lot of super names to focus.
VB Daily Newsletter
More importantly, around 70% of India's crude imports now arrive through non-Hormuz routes
VB Daily Newsletter
War continues between USA & Iran & hence crude keeps inching up every day