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QUANT SECTION: 30th JULY 2026
The Fed's decision to hold rates was overshadowed by a more hawkish policy message.
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VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (30th July 2026)
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.
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QUANT SECTION: 29th JULY 2026
Nifty remained range-bound during the monthly F&O expiry, reflecting consolidation after Monday's strong rebound.
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (29th July 2026)
I have always experienced that earnings season confuses everyone.
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QUANT SECTION: 28th JULY 2026
Leadership continues to rotate in favor of Realty, Pharma, and Media
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (28th July 2026)
there are talks that the USA and Iran may have direct talks
Quant Section
QUANT SECTION: 27th JULY 2026
Nifty50: The index is attempting to stabilize after five days of losses
OMKARA CAPITAL – DAILY NEWSLETTER (27th July 2026)
A mini cease-fire is coming. Let’s focus on individual companies & earnings and concalls. Lot of super names to focus.
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Omkara Capital Clients Meet - 26th July 2026
Quant Section
QUANT SECTION: 24th JULY 2026
Nifty has opened with a gap-down below the crucial 23,800 support zone, shifting the immediate support to 23,600.
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (24th July 2026)
More importantly, around 70% of India's crude imports now arrive through non-Hormuz routes
Quant Section
QUANT SECTION: 23rd JULY 2026
The derivatives data indicates fresh short build-up