Motilal Oswal: India Strategy December - The Eagle Eye
A broker monitors stock while sipping tea at a brokerage firm in Mumbai, India. (Photographer: Dhiraj Singh/Bloomberg)

Motilal Oswal: India Strategy December - The Eagle Eye

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 'The Eagle Eye,' we highlight the broad-based performance of markets in November 2020.

We also discuss the blockbuster Q2 FY21 earnings, which has seen a broad-based beat and subsequent earnings upgrade. Demand recovery and gross margin expansion are the key themes of Q2 FY21 earnings season.

We take a look at the divergent trends in FII and DII flows which have seen record inflows and outflows respectively.

We note the key features of Atmanirbhar Bharat Abhiyaan scheme 3.0 where rural remained a key focus area for stimulus.

We have also highlighted some key reports from our research desk published last month.

Click on the attachment to read the full report:

Motilal Oswal India Strategy Eagel Eye December 2020.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 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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