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
Hightlights:
Expect financials and technology sectors to spearhead Wealth Creation for quite some time in the future.
Value migration from atoms to bits is inevitable.
Replicability, friction-free delivery and near-zero marginal cost make Bits companies highly scalable.
Successful hyper growth is possible only if there is large opportunity, terrific product market fit, wide distribution, network effects and favorable unit economics.
Current accounting standards fail to fully communicate intrinsic profitability – and hence value – of Bits companies.
India is at the cusp of harnessing digital potential.
Buy into sure winners in digital, successful digital transformers, and classical Indian IT companies.
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