Trillions Lost, Lessons Gained — The Story of October 11, 2025

By VRIGHT Exchange Research Desk

October 11, 2025, will be remembered as the day global financial markets hit the reset button. Within hours, trillions in market value were wiped out, leaving investors stunned and portfolios deep in the red. Yet, in this chaos lay profound l…[Read more]

#TrendingTuesday
India’s Infrastructure Drive: FY23-24 Capital Outlay
States have allocated Rs 7.9 lakh crore for capital outlay in FY24, with Uttar Pradesh and Maharashtra leading the way.
The bulk of spending comes from a diverse set of states, reflecting India’s decentralized approach to infrastructure growth.

⚓ India is going full steam ahead!
By 2035, the Indian Navy will command a fleet of 200+ warships and submarines, defending our seas and boosting indigenous defense manufacturing.

#MacroMonday #DefenceManufacturing #DefenceSector

H-1B fee hike adds pressure on Indian IT.
Our Scientific Investing framework flagged risks early – we fully exited IT stocks in Jan 2025. Evidence > noise is how we protect & grow wealth.
#ScientificInvesting #IT #H1B

Disclaimer: https://www.omnisciencecapital.com/disclosures/

#SunnySunday
India’s Services Sector is Having a Moment!
With record demand, rising exports, and 15-year high growth, the backbone of India’s economy is stronger than ever.
Here’s to a Sunday full of sunshine – and service-driven success!

FOMC Rate Cut Analysis and Market Implications

By Ashwini Shami, Executive Vice President and Portfolio Manager, OmniScience Capital

The Federal Open Market Committee (FOMC) has adopted a neutral-to-accommodative monetary policy stance, carefully balancing labor market conditions with inflation dynamics.

Notably, the US core Personal…[Read more]

GST 2.0 = Growth, Simplicity, Relief
From household essentials to healthcare and housing, GST 2.0 brings real savings and ease of doing business.
A citizen-first, business-friendly reform that powers India’s next economic leap.

#ThrivingThursday #GSTReform #GSTIndia

India – U.S. Trade Deficit? Not So Fast.
Everyone’s talking about India’s goods surplus and U.S. concerns – but the full picture shows a near-balanced flow. U.S. companies, platforms, and universities earn big from India. Net gap? Just $3B.

India’s Manufacturing Momentum is Unstoppable!
The Production Linked Incentive (PLI) Scheme is transforming India into a global manufacturing powerhouse.
From innovation labs to factory floors, India is writing a new chapter in industrial excellence.

#ThrivingThursday #PLIScheme #ManufacturingIndia

GST Rationalisation: Implications for India’s Consumption and Growth Cycle-Ashwini Shami
Executive Vice President & Portfolio Manager

The GST Council’s 56th meeting has delivered the most comprehensive overhaul of India’s indirect tax structure since its inception in 2017.

Beyond technical simplification, this reform signals a delib…[Read more]