Motilal Oswal: Divergence - The Story Of 2020 So Far
An employee interprets data from a graph. (Photographer: Natalie Behring/Bloomberg)

Motilal Oswal: Divergence - The Story Of 2020 So Far

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

CY20 would go down in the annals of history as a year of volatility, unpredictability, pessimism, divergence and optimism.

The unlocking of the economy since June 2020 has led to significant recovery in various macro, micro and high frequency data points.

In our Q2 FY21 strategy preview, we have discussed how Q2 FY21 earnings are expected to show sharp sequential recovery and almost move into pre-Covid-19 band of up /down 5% earnings growth.

However, the defining feature of equity market performance in CY20, so far, has been the sharp divergences across and within sectors and companies.

Click on the attachment to read the full report:

Motilal Oswal Strategy Market Update 291020.pdf


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 brokerage 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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