India Strategy : The blockbuster 3QFY21 earnings season - Motilal Oswal
Follow us Now on Telegram ! Get daily 10 - 12 important updates on Business, Finance and Investment. Join our Telegram Channel
https://t.me/InvestmentGuruIndiacom
Download Telegram App before Joining the Channel
Chart-book – The Eagle Eye
* In this version of ‘The Eagle Eye’, we highlight the rotation from high PE to value/cyclical plays in Feb’21.
* PSU companies outperformed in the month of February post the Union Budget as the government reiterated its commitment toward privatization and singled out several assets for monetization.
* We also highlight the blockbuster 3QFY21 earnings season, which has carried forward the momentum from 2QFY21, and we focus on the various cost mitigation measures by companies which led to operating margin expansion.
* India’s 3QFY21 GDP moved out of technical recession as investments were the primary driver of GDP growth in 3QFY21, contributing 0.7% to overall GDP growth.
* We highlight the key trends in FII and DII ownership data as FII stake in Nifty-50 hits five-year high
* Our research team has released several interesting thematic reports. We have highlighted some of them in this presentation.
To Read Complete Report & Disclaimer Click Here
For More Motilal Oswal Securities Ltd Disclaimer http://www.motilaloswal.com/MOSLdisclaimer/disclaimer.html SEBI Registration number is INH000000412
Above views are of the author and not of the website kindly read disclaimer
