India Market Strategy, Top Large, Midcap Stock Picks: Motilal Oswal

India Stock Market Strategy - Resilience In Earnings Drives Markets Performance: Motilal Oswal

Stock price information is reflected in a glass panel as a trader monitors financial data during the official opening of the stock trading floor. (Photographer: Andrey Rudakov/Bloomberg)

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

In our January 2022 edition of ‘The Eagle Eye’, we highlight:

  • sixth consecutive year of positive returns in Nifty,

  • reduction in pace of liquidity addition by G4 Central Banks

  • Nifty performance during earlier cycles of U.S. monetary tightening,

  • normalisation of Nifty earnings growth multiplier to nominal gross domestic product growth, after half a decade of lost earnings and

  • resilient trajectory Nifty FY22/FY23E earnings per share during CY21, despite several headwinds.

Click on the attachment for full list of Motilal Oswal's top idea picks for large and midcap stocks:

Motilal Oswal India Strategy The Eagle Eye.pdf
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