Motilal Oswal: In Pursuit Of Profitability - Connecting Corporate Profits With The Macro Economy
Pedestrians walk in front of an electronic stock ticker outside a securities firm in Tokyo, Japan (Photographer Tomohiro Ohsumi/Bloomberg)

Motilal Oswal: In Pursuit Of Profitability - Connecting Corporate Profits With The Macro Economy

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

Since an economy’s prosperity is directly linked with productivity growth and the Corporate sector is, by far, the most productive in any country, corporate profitability is among the most widely and closely tracked indicators. Its importance for the equity markets is also unambiguous.

In this note, we present our methodology to estimate the comparable corporate profitability (measured as profit after taxes or PAT) for different economies using a macroeconomic identity, which we call the ‘Theory of Everything.’

Through this identity, we also discuss the key drivers of corporate profitability from the macroeconomic perspective.

Click on the attachment to read the full report:

Motilal Oswal ECO CORPORATE PROFIT Report.pdf

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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.

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