Stock Market Strategy - The Juggernaut Continues; India Leads World Indices: Motilal Oswal
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 Eagle Eye’, we highlight:
India’s relative outperformance in the month of August 2021,
the rise of world equity market cap over the past two decades,
correlation between bank Nifty underperformance with collapse in real yields,
big companies benefitting post pandemic through cost optimisation and pricing power leading to higher margins and profitability versus the rest and
Q1 FY22 gross domestic product growth rates and high frequency indicators suggesting macro-economic recovery.
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