India Strategy - Top Stock Ideas: 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 revival in the economy, as Covid-19 cases decline from the peaks seen in early May 2021.
The impact of the second wave versus the first wave.
The secular systematic investment plan flows.
All-time high in the Nifty.
Some snippets from the Q4 FY21 earnings season.
The allocation of funds into sectors by foreign institutional investors a domestic institutional investors.
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