India Strategy Chartbook - The Eagle Eye: Motilal Oswal 
A financial trader points to data displayed on computer screens. (Photographer: Akos Stiller/Bloomberg)

India Strategy Chartbook - 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 rotation from high price to earnings to value/cyclical plays in February 2021.

Public sector undertaking companies outperformed in the month of February post the Union Budget as the government reiterated its commitment toward privatization and singled out several assets for monetization.

We also highlight the blockbuster Q3 FY21 earnings season, which has carried forward the momentum from Q2 FY21, and we focus on the various cost mitigation measures by companies which led to operating margin expansion.

India’s Q3 FY21 gross domestic product moved out of technical recession as investments were the primary driver of GDP growth in Q3 FY21, contributing 0.7% to overall GDP growth.

We highlight the key trends in foreign institutional investment and domestic institutional investment ownership data as FII stake in Nifty-50 hits five-year high

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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