India Strategy - Chart-book : The Eagle Eye By Motilal Oswal
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Chart-book – The Eagle Eye
* In this version of ‘The Eagle Eye’, we highlight the shift in sector performance in the last three months as the market touches new highs.
* The Nifty’s recovery from 7.6k to ~15k has seen a leadership rotation within the index. Cyclical sectors have massively outperformed in the past three months.
* We have discussed the key nuances of the Union Budget, which received the best reaction from the market since CY97.
* We also highlight the blockbuster 3QFY21 earnings season, which has carried forward the momentum from 2QFY21, and seen a broad-based beat and another round of earnings upgrades.
* Our research team has released several interesting thematic reports. We have highlighted some of them in this presentation.
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