Top Stock Ideas - August 2021: 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-
the relatively resilient performance from the Indian markets despite the sell-off in emerging market, on the back of the regulatory clampdown on China tech companies,
the divergence in 12-month rolling returns across sectors versus the Nifty,
the breakdown of price returns in sectoral indices over the past 10 years,
the Q1 FY22 earnings season thus far, and
changes in allocation by foreign institutional investors and domestic institutional investors as of June 2021.
Our research team has released several interesting thematic reports in June 2021. We have highlighted some of these in the presentation – the initiation on Burger King India Ltd., the tyres sector, and the global economic report.
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