Motilal Oswal: India Strategy October 2020

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.In this version of the ‘The Eagle Eye’, as the Unlock phase takes shape, we have highlighted several key aspects pertaining to recovery in macro data.H1 FY21 (April 2020-September 2020) has turned out to be the best H1 for Nifty in the last decade, of course aided by low base post the correction in March 2020.The broad-basing of markets after almost three years of polarisation augurs well as the recovery in underlying economy takes shape.Mid and small-cap indices have once again outperformed Nifty in September 2020.We showcase the distribution of Securities and Exchange Board of India defined mid/small-cap stocks by percentage of returns in the last six months.September 2020 saw the passage of historic bills pertaining to agriculture and labor reforms by the Parliament.We highlight the key takeaways from them along with some key reports from Motilal Oswal research desk..Click on the attachment to read the full report:.DISCLAIMERThis 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.

Motilal Oswal: India Strategy October 2020

Motilal Oswal: India Strategy October 2020

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