India Strategy Chartbook For March - The Eagle Eye: Motilal Oswal Report
A trader monitors financial data, including a chart at a trading floor. (Photographer: Chris Ratcliffe/Bloomberg).

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:

Motilal Oswal India Chartbook Strategy.pdf

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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