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OMKARA CAPITAL – DAILY NEWSLETTER (25th June, 2026)
CRUDE ERASES ALL THE GAINS SEEN DURING WEST ASIA WAR
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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.
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QUANT SECTION: (24th JUNE 2026)
Global AI & Semiconductors stocks under pressure...SOX Index fell 8%
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (23rd June, 2026)
Themes create excitement. Earnings create wealth. Valuations determine returns. Never forget the difference
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QUANT SECTION: 23rd JUNE 2026
Sector leadership continues to shift towards Pharma, Banking, NBFCs, and Realty, which are showing strong relative strength.
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (22nd June, 2026)
INDIAN ECONOMY: MORE POSITIVES & FORECASTS
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QUANT SECTION: (22nd JUNE 2026)
Sector rotation continues, with IT under pressure while Tourism, Healthcare, and broader Midcaps & Smallcaps lead market strength.
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Omkara Capital: Client Meet- 21st June 2026
VB Daily Newsletter
OMKARA CAPITAL – DAILY NEWSLETTER (19th June, 2026)
PAISA KAM HAIN, PAR STOCK IDEAS BAHUT HAIN
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QUANT SECTION: 19th JUNE 2026
Today’s session could be a litmus test for Nifty, with macro tailwinds supporting the market while IT weakness weighs on sentiment.
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QUANT SECTION: 18th JUNE 2026
Nifty Defence Index ready to emerge from a year-long base-building phase