Motilal Oswal: India Strategy September 2020 - The Eagle Eye

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy..Motilal Oswal Report.The Mid-cap and Small-cap indices turned briefly positive CY20 year-to-date and both the Mid-cap and Small-cap indices continued outperforming the Nifty in August 2020 by 5%/8%.August 2020 recorded highest foreign institutional investor (FII) inflows ever September 2010.Another important feature of August 2020 was the relative outperformance of discretionary companies versus staples.Companies impacted by Covid-19 i.e. airlines/hotels/retail/multiplexes all posted stellar gains.On the macro front, India’s GDP Q1 FY21 declined 24% – the worst amongst peers.Meanwhile, corporate earnings turned out better than our muted expectations in Q1 FY21 and our Nifty earning per share estimates saw a marginal uptick of 2-2.5% for FY21/22..Click on the attachment to read the full report:.DISCLAIMERThis 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 brokerage 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.

Motilal Oswal: India Strategy September 2020 - The Eagle Eye

Motilal Oswal: India Strategy September 2020 - The Eagle Eye

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