OMKARA CAPITAL – DAILY NEWSLETTER (10th July 2026)
Well, the good news is that the fear that took place a few days back has subsided.
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QUANT SECTION: 10th JULY 2026
Sector View: Realty and Pharma continue to show the strongest relative strength.
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.
QUANT SECTION: 9th JULY 2026
Nifty has formed a downside gap at 24,300–24,350, making it the strong resistance zone.
QUANT SECTION: 8th JULY 2026
Fedbank Financial (156): The 145–148 zone has acted as a strong support throughout the four-month consolidation.
OMKARA CAPITAL – DAILY NEWSLETTER (8th July 2026)
When markets run high, discipline matters even more — and that is our edge.
QUANT SECTION: 7th JULY 2026
Nifty has closed above its 200-day EMA for the first time since February
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.
QUANT SECTION: 6th JULY 2026
Sector Performance: Realty and Healthcare outperformed last week, while PSU Banks and Energy were the top laggards.
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.
Omkara Capital Clients Meet - 05th July 2026
QUANT SECTION: 3rd JULY 2026
Long Build-Up: 81 stocks saw an increase in OI and price, suggesting a build-up of long positions.
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OMKARA CAPITAL – DAILY NEWSLETTER (3rd July, 2026)
Clear positive surprises: Bajaj Housing Finance, Bajaj Finance and Ujjivan SFB.
Quant Section
QUANT SECTION: 2nd JULY 2026
A 6.3% fall in the SOX Index dragged the Nasdaq down 1.5%
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.
Quant Section
QUANT SECTION: 1st JULY 2026
Nifty remains in a consolidation phase. The 23,800 level is the key support, while sustained strength above 24,200 is needed to revive bullish momentum in index.
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.
Quant Section
QUANT SECTION: 30th JUNE 2026
Goodluck India: SageOne Flagship Fund bought shares worth ₹35.5 crore, while promoter Manish Garg sold ₹41.2 crore worth of shares.
Quant Section
QUANT SECTION: 29th JUNE 2026
Global Health: 130 crore block deal at 1,300/share. HDFC MF acquired shares from Sunil Sachdeva.
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (28th June, 2026)
TURN-TURN-TURN-INDIA’S TURN IS COMING SOON
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Omkara Capital: Clients Meet - 28 June 2026
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OMKARA CAPITAL – DAILY NEWSLETTER (25th June, 2026)
CRUDE ERASES ALL THE GAINS SEEN DURING WEST ASIA WAR
Quant Section
QUANT SECTION: 25th JUNE 2026
Today's PCE inflation data will be a key data for US markets. As the Fed's preferred inflation gauge, it will be closely monitored for signals on future monetary policy.