Motilal Oswal: India Strategy November - The Eagle Eye
A trader points to monitor displaying an S&P 500 Index chart on the floor of the NYSE in New York. (Photographer: Michael Nagle/Bloomberg)

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.

Click on the attachment to read the full report:

Motilal Oswal India Strategy.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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