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.
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