Varinder Bansal 🇮🇳
@varinder_bansal
Founder: Omkara Capital. Ex- Fund Manager. Ex-Head Of Research & Corporate Editor, CNBC India. Mission: Building wealth slowly, steadily but surely with Omkara
WoW. Many thought DLF will not be successful in their 2nd innings in Mumbai. But DLF clearly proved them wrong.
#JustIn | #DLF sells out all 4 towers launched in Phase 1 of ‘The Westpark’ Mumbai project, sales at ₹2,300 cr
Congratulations to Prime Minister @NarendraModi ji, UK Prime Minister @Keir_Starmer, and the people of India & the United Kingdom on the signing of the landmark India-UK Comprehensive Economic and Trade Agreement (CETA). Duty-free access for about 99% of Indian exports unlocks…
Solar glass will be big theme going ahead - space is very technology sensitive and hence not easy for any new money to create additional capacity. All new demand will be served by only 2 players in India. D: Own, Advised & V biased
Borosil Renewables says FY26 Guidance 🎯 Revenue Rs.1,500 cr 🎯 Margin at around 30% Adds that ndia is at the start of #solarisation, so expects demand to remain solid! youtu.be/MAzaVztRuhA
➤ US–EU close in on 15% tariff alignment – FT ➤ Is India–US also nearing a 15% tariff deal? A development worth tracking.
A new era will start for the textile sector in India. Big trend unravelling. Not a day or a month trade but multi-year future trend. Capacity will be the king.
India may cut average tariff on UK goods, sources say — Check what the #FTA is likely to include #IndiaUKFTA @Parikshitl cnbctv18.com/economy/india-…
Surprise surprise. Infy reports strong results and even increases guidance.
As they say: you are not ugly, you're just poor.
this man clearly has a time-machine🥲
markets knew this in advance :)
Paytm turns profitable !
Non-lending businesses and NBFCs would grow much faster than Banking in coming years.
Banks are facing two major challenges due to Indian savers-cum-investors are allocating higher percentage to equities- 1- To garner deposit at lower rates so that cost of funds remain low. 2- to lend at a healthy rate so that they can earn robust NIM. Corporates are able to…
Northern Arc - Riding the NBFC wave The business cycle for NBFCs is turning (+ve). A deep dive into an NBFC which can give you an exposure to 100s of other NBFCs and millions of customers. greenedgewealth.com/NorthernArc-Cr…
How many of you have not used google since last 2-3 months?
Earnings calendar for next few days: weekend will be banksssssssssssss
no one knows everything beyong a point in the stock markets - everyone does mistakes - so take it easy and dont be harsh on yourself - just learn, learn, learn everyday
SoftBank was the largest shareholder of Nvidia. but they sold their entire 4.9% stake in Nvidia in 2019 for $3.6B. It's worth $200B today. Jensen Huang made fun of Masa in front of him is so funny lmao!
My career now spans 44 years. If there’s one enduring thing I’ve learned, it’s that nothing lasts forever. The tough moments, the pressure, the setbacks, they all pass. When you’re in the eye of the storm, it can feel like it’ll never end, but it always does. Stress is…