Stock Market Strategy - Top Idea Picks For Large And Midcap Stocks: 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-
Return of old economy stocks- utilities, oil and gas, coal etc. showing outperformance in September 2021
Sensex's swift climb from 50,000 to 60,000 in 158 trading days,
The divergence in three year rolling returns in the NSE 500 constituents,
Pick-up in the real estate economy after eons and
India's current account surplus in Q1 FY22 and high frequency indicators suggesting sharp macro-economic recovery.
Our research team has released several interesting thematic reports in August 2021. We have highlighted some of these in the presentation - initiation APL Apollo Tubes Ltd., deep-dives in Nykaa and Paytm DRHP.
Top idea picks for large and midcap stocks.
Click on the attachment to read the full report:
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 author entity 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.