India Strategy Chartbook For March - 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.
Motllal Oswal Report
In this version of ‘The Eagle Eye’, we highlight the rotation from cyclicals into defensives in March 2021.
We depict the outperformance of broader markets and the consistent outperformance of midcap and small cap indices over large cap.
We showcase a few interesting charts on commodity rally with focus on steel prices
We highlight key expectations from Q4 FY21 earnings. Metals, banking financial services and insurance sector and auto are expected to lead the 76% earnings growth for our universe.
We look at the second wave of Covid-19 cases and vaccination trends in India.
Our research team has released several interesting thematic reports. We have highlighted some of them in this presentation.
Click on the attachment to read the full report:
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