Top Stock Ideas - August 2021: Motilal Oswal

India Strategy - Top Stock Ideas: Motilal Oswal

A person looks up at a screen and an electronic ticker board outside the Bombay Stock Exchange building in Mumbai. (Photographer: Dhiraj Singh/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 this version of ‘The Eagle Eye’, we highlight-

  1. the relatively resilient performance from the Indian markets despite the sell-off in emerging market, on the back of the regulatory clampdown on China tech companies,

  2. the divergence in 12-month rolling returns across sectors versus the Nifty,

  3. the breakdown of price returns in sectoral indices over the past 10 years,

  4. the Q1 FY22 earnings season thus far, and

  5. changes in allocation by foreign institutional investors and domestic institutional investors as of June 2021.

Our research team has released several interesting thematic reports in June 2021. We have highlighted some of these in the presentation – the initiation on Burger King India Ltd., the tyres sector, and the global economic report.

Click on the attachment to read the full report:

Motilal Oswal India Strategy Chartbook for July.pdf
Read Document

DISCLAIMER

This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.

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