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
The retail demand evolution has been a mixed bag since the lifting of the second lockdown from mid-June 2021 – demand has bounced back quicker for passenger vehicles, but two-wheelers have seen slower recovery.
While commercial vehicles are expected to see good recovery from October 2021, the outlook for tractors is cautious due to the very high base of last year.
The semi-conductor shortage has intensified with the lockdown in Malaysia from June-21, resulting in a severe crunch in the supply of semi-conductors in the Indian automotive industry.
This could potentially hurt demand for passenger vehicles, premium two-wheelers, and light commercial vehicles during the upcoming festive season.
Click on the attachment to read the full report:
DISCLAIMER
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.
Essential Business Intelligence, Continuous LIVE TV, Sharp Market Insights, Practical Personal Finance Advice and Latest Stories — On NDTV Profit.
