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
This festive season is very crucial as it will give more clarity on demand recovery post the lockdown.
Though the festive season saw a slow start, market is optimistic about ending it with flat-to-single-digit growth.
Current discounts are 30-40% lower than last year and inventory levels are also in line with expected demand.
For October 2020, most original equipment manufacturer plants have further improved utilizations on month-on-month basis.
With expected Kharif cashflow in November 2020, markets are optimistic of higher sales.
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