India Strategy Chartbook For April - The Eagle Eye: Motilal Oswal
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 the raging second wave of Covid-19, outperformance of mid/small-cap, spectacular bull-run in the commodities as well metals sector and some snippets on earnings changes from the Q4 FY21 earnings season.
We have showcased few interesting charts on commodities with focus on both agro as well as base metals.
Q4 FY21 earnings season has been in-line so far but downgrades are now outnumbering upgrades.
We highlight key upgrades and downgrades in FY22 estimates.
Our research team has released several interesting thematic reports. We have highlighted some of them in this presentation.
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