Motilal Oswal: India Strategy November - 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 DIVERGENT intra and inter-sector level performance trends for CY20.
Macro recovery picked up further pace in October 2020 with several important Macro and high-frequency data-points crossing pre-Covid-19 levels.
We also discuss the blockbuster Q2 FY21 earnings, which has seen a broad-based beat and subsequent earnings upgrade. Demand recovery and cost moderation are the key themes of Q2 FY21 earnings season.
The Covid-19 pandemic spread slowed down in October 2020 with active cases at half the peak of September 2020 levels.
We have also highlighted some key reports from MOFSL research desk published last month.
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