VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (22nd July 2026): PART B
Stay Boring. Believe in silent winners.
Varinder Bansal
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (22nd July 2026)
The earnings season has kicked superbly & our systems are also ready to track every conference calls, investors ppt & earnings
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (21st July 2026)
Stop wasting your time watching Nifty. The trend has changed for India & stay stock-specific
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (14th July 2026)
Trump madness, AI/Kospi reset & India strength
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (13th July 2026)
Weekend saw again some rumblings from USA & Iran
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.
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.