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Daily Voice: Investment strategist lists four factors likely to drive markets in next financial year

Both DII and FII flows are expected to increase significantly, with the potential for FII flows to be substantial, similar to historical flows to China, says Vikas V Gupta of Omniscience Capital.

Daily Voice: This CIO bullish on power, clean tech sectors, believes BFS undervalued now

Furthermore, the AI (artificial intelligence) Revolution, led by companies like NVIDIA, presents significant growth potential, says Vikas Gupta.

Daily Voice: This strategist has a word of caution for retail investors looking to punt on Paytm

Vikas Gupta of Omniscience Capital is not convinced by the Chinese regulator's recent measure to stem the market fall and says there are a lot of governance and transparency issues

Share Market Highlights 1 February 2024: Indian Indices turn choppy post Budget presentation; media, metal stocks drag; banking, auto stocks shine

Daily Voice | US, EU would reduce interest rates faster starting March 2024, says this strategist

There could be around 1.5 percent to 2 percent rate cut in 2024 by the US Fed, including a few cuts of 50 bps instead of the normal 25 bps, says Vikas Gupta.

Daily Voice | This investment strategist is optimistic about IT firms, expects a happier 2024

Anyone who is not interested in the AI disruptors is likely to see their portfolio companies getting disrupted and that won’t be pleasant for them, says Vikas Gupta of OmniScience Capital

Daily Voice | RBI might go for rate cut in FY25, even if Fed doesn't, says this investment strategist

The upcoming wedding and festival seasons are likely to stimulate significant consumer demand. Despite some challenges, such as erratic monsoon patterns, there is strong pent-up demand following several years of weak growth, says Vikas Gupta of OmniScience Capital.

Daily Voice | This investment strategist thinks valuations in most consumer-oriented sectors are overextended

Indian consumer companies may become attractive when their valuations offer a significant discount to intrinsic value, says Vikas V Gupta of OmniScience Capital.

Daily Voice | Fed could skip rate hike in September meeting, but keeps options open if core inflation stays above 2%, says this chief investment strategist

The monsoon season indicates a potential comeback of rural demand; however, the full impact will only be known after the season is over.

Rohit Jawa's Day Zero as HUL MD & CEO, and the to-do list is a long one

As Sanjiv Mehta hands over the baton to Jawa, the latter, credited with transforming Unilever China and Unilever Philippines, has a tough task cut out for him. One of the main challenges before Jawa is the disruption from the startup world