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.
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