India Strategy Chartbook For February - The Eagle Eye: Motilal Oswal Report
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 shift in sector performance in the last three months as the market touches new highs.
The Nifty’s recovery from 7600 to approximately 15, 000 has seen a leadership rotation within the index. Cyclical sectors have massively outperformed in the past three months.
We have discussed the key nuances of the Union Budget, which received the best reaction from the market since CY97.
We also highlight the blockbuster Q3 FY21 earnings season, which has carried forward the momentum from Q2 FY21, and seen a broad-based beat and another round of earnings upgrades.
Our research team has released several interesting thematic reports. We have highlighted some of them in this presentation.
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