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
The residential real estate sector is poised for an upcycle, primarily buoyed by the improved affordability. Decadal low interest rate regime, stagnant prices over the last seven years, and rising income base have driven the affordability quotient.
According to the Indian Brand Equity Foundation, the real estate sector is expected to report a 19% compound annual growth rate to $1 trillion over FY20-30E.
The ongoing industry consolidation lead by concentration of capital, 400-600 basis points advantage in cost of funding for large developers and buyers’ trust on organised developers will further escalate growth for large listed developers.
Inventory across most of the cities is at a manageable level (overhang of 23 months) given the industry wide launch discipline that has helped in absorbing cost pressures.
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