VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (4th June, 2026)
STAY STOCK SELECTIVE, but only with strong management and balance sheets. Investment journey should be lonely and not part of the crowd with narratives
VB Daily Newsletter
STAY STOCK SELECTIVE, but only with strong management and balance sheets. Investment journey should be lonely and not part of the crowd with narratives
STAY STOCK SELECTIVE, but only with strong management and balance sheets. Investment journey should be lonely and not part of the crowd with narratives
VB Daily Newsletter
US–India deal or US–Iran deal — which comes first?
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QUANT SECTION: 3rd JUNE 2026
Big news for Borosil Renewables: the CVD on Malaysian imports has been extended for five years.
VB Daily Newsletter
Commerce Minister Piyush Goyal stated that 99% of the India–US trade deal negotiations have been completed.
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QUANT SECTION: 2nd JUNE 2026
MARKET COMMENTARY: US–India deal or US–Iran deal — which comes first?
VB Daily Newsletter
RBI, USA-Iran, SpaceX listing to look ahead
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QUANT SECTION: 1st JUNE 2026
MARKET COMMENTARY: RBI, USA-Iran, SpaceX listing to look ahead
VB Blogs
Some learnings & discussions in the last 1 week in Dubai.