QUANT SECTION: 25th AUGUST 2026
Monthly expiry is likely to keep the session volatile but range-bound
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OMKARA CAPITAL — DAILY NEWSLETTER: 25th August 2026
Risk Management Comes First
QUANT SECTION: 24th AUGUST 2026
US Treasury Secretary Scott Bessent is set to announce the “toughest sanctions” against Iran today
OMKARA CAPITAL — DAILY NEWSLETTER: 24th August 2026
Discussion has now shifted to commodities, bitcoin, the weakening U.S. dollar & Indian equities
QUANT SECTION: 20th AUGUST 2026
The US Treasury's decision to increase long-term debt buybacks eased bond yields
OMKARA CAPITAL — DAILY NEWSLETTER: 20th August 2026
Speed thrills, but kills as well.
OMKARA CAPITAL — DAILY NEWSLETTER: 19th August 2026
A Note on Re-Rating and Narratives
QUANT SECTION: 19th AUGUST 2026
The index extended its losing streak to six consecutive sessions
QUANT SECTION: 18th AUGUST 2026
Global bond yields moved higher amid rising inflation concerns
OMKARA CAPITAL — DAILY NEWSLETTER: 18th August 2026
Risk Management Matters More Than Speed
QUANT SECTION: 17th AUGUST 2026
A breakout above 4.75–4.80% would be an important technical trigger and could create pressure on global equity markets.
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
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QUANT SECTION: 14th AUGUST 2026
Nifty continues to hold above its 20-day DEMA
VB Daily Newsletter
OMKARA CAPITAL - DAILY NEWSLETTER 14th August 2026
Solar Industries was the standout result
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QUANT SECTION: 13th AUGUST 2026
Despite heightened news flow, benchmark indices remained largely range-bound during the week
VB Daily Newsletter
OMKARA CAPITAL - DAILY NEWSLETTER 13th August 2026
Sansera was the standout result
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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
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QUANT SECTION: 11th AUGUST 2026
Realty and Private Banks stayed in favour
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
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QUANT SECTION: 10th AUGUST 2026
The index has broken out to a new lifetime high after consolidating for nearly seven months
VB Daily Newsletter
OMKARA CAPITAL - DAILY NEWSLETTER 10th August 2026
This week will be full of expectations, anticipation, anxiety and, most importantly, learnings
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QUANT SECTION: 7th AUGUST 2026
The market continues to witness a healthy consolidation within the broader uptrend