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This Article is From Sep 07, 2021

Stock Market Strategy - The Juggernaut Continues; India Leads World Indices: Motilal Oswal

Stock Market Strategy - The Juggernaut Continues; India Leads World Indices: Motilal Oswal
Visitors look at screens displaying stock indices.(Photographer: Akio Kon/Bloomberg)
STOCKS IN THIS STORY
ICICI Bank Ltd.
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Godrej Consumer Products Ltd.
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JK Cement Ltd.
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Max Financial Services Ltd.
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SBI Cards And Payment Services Ltd.
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Deepak Nitrite Ltd.
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Solara Active Pharma Science Ltd.
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Titan Company Ltd.
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Divis Laboratories Ltd.
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Endurance Technologies Ltd.
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United Van Der Horst Ltd.
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Orient Electric Ltd.
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Cholamandalam Investment & Finance Company Ltd.
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State Bank Of India
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Hindustan Unilever Ltd.
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Shyama Infosys Ltd.
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Clean Science & Technology Ltd
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Aditya Birla Fashion and Retail Ltd.
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Steel Authority Of India Ltd.
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HCL Technologies Ltd.
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Ultratech Cement Ltd.
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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:

  1. India's relative outperformance in the month of August 2021,

  2. the rise of world equity market cap over the past two decades,

  3. correlation between bank Nifty underperformance with collapse in real yields,

  4. big companies benefitting post pandemic through cost optimisation and pricing power leading to higher margins and profitability versus the rest and

  5. Q1 FY22 gross domestic product growth rates and high frequency indicators suggesting macro-economic recovery.

Click on the attachment to read the full report:

Motilal Oswal India Chartbook - Strategy.pdf
VIEW DOCUMENT

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.

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