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PIRAMALFIN
Duration:12 Month
Target:2
buy ELLEN
Duration:12 Month
Target:420
buy IXIGO
Duration:12 Month
Target:180
neutral BAJFINANCE
Duration:12 Month
Target:1
buy SOBHA
Duration:12 Month
Target:1
buy LTTS
Duration:12 Month
Target:3
neutral OBEROIRLTY
Duration:12 Month
Target:2
buy UNIONBANK
Duration:12 Month
Target:200
neutral HINDZINC
Duration:12 Month
Target:600
neutral ULTRACEMCO
Duration:12 Month
Target:13
buy
Market Round-up 26th October 2026 by Motilal Oswal Wealth Management Ltd • The equity benchmark Nifty staged a recovery, rising over half a percent after losing more than 2% in the previous week, as investor sentiment improved on easing crude oil prices, encouraging quarterly earnings and oversold market conditions. Brent crude prices declined to below $115 per barrel from a six-month high of above $117, following reports of potential Iran-Saudi peace talks that fuelled hopes of reduced geopolitical tensions in the Gulf region. Positive global market cues als...
Market Round-up 26th October 2026 by Motilal Oswal Wealth Management Ltd
Market Round-up 26th October 2026 by Motilal Oswal Wealth Management Ltd
Source: Motila Oswal Wealth Mangement
2026-10-26 06:12:56 pm
The Corner Office Interaction with the Mr. Arvind Chandrasekharan WTD & CEO of Tenneco Clean Air India Limited by Motilal Oswal Financial Services Ltd Technology at Core, Growth at Scale! We met with Mr. Arvind Chandrasekharan, WTD and CEO of Tenneco Clean Air India, to gain insights into the company's future growth plans and other strategic developments. The key takeaways from our discussion are outlined below. * DaVinci DCx, commercialized with Mahindra in February 2026, has seen adoption in the XUV 7XO and Thar OG, validating its potential as a differentiated suspension technology for Indian PVs. Delivering ~85–90% of sem...
The Corner Office Interaction with the Mr. Arvind Chandrasekharan WTD & CEO of Tenneco Clean Air India Limited by Motilal Oswal Financial Services Ltd
The Corner Office Interaction with the Mr. Arvind Chandrasekharan WTD & CEO of Tenneco Clean Air India Limited by Motilal Oswal Financial Services Ltd
Source: Motilal Oswal Financial Services Ltd
2026-10-22 09:53:11 am
Market Round-up 19th October 2026 by Motilal Oswal Wealth Management Ltd • Equity benchmark indices snapped their two-session winning streak, declining over 1% as crude oil prices surged above $108 per barrel, selling pressure in heavyweight private banking stocks following their quarterly earnings announcements, and profit booking in IT stocks weighed on market sentiment. The Nifty IT Index fell nearly 2% after rallying around 12% in the previous week. Investor caution also intensified ahead of tomorrow’s market holiday amid escalating geopolitical ten...
Market Round-up 19th October 2026 by Motilal Oswal Wealth Management Ltd
Market Round-up 19th October 2026 by Motilal Oswal Wealth Management Ltd
Source: Motilal Oswal Wealth Management
2026-10-19 05:40:46 pm
Market Round-up - 15th October 2026 by Motilal Oswal Wealth Mangement • Equity benchmark Nifty ended marginally lower, slipping below the 22,700 mark as investors booked profits and adopted a cautious stance ahead of the US inflation data due later in the day. Persistent FII selling and escalating geopolitical tensions, which pushed crude oil prices to around $106 per barrel, further weighed on market sentiment. The Nifty declined 99 points, or 0.4%, to close at 22,622 against the previous day’s close. • Among global markets, Asian equities e...
Market Round-up - 15th October 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 15th October 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management
2026-10-15 10:12:33 am
Equity AUM dips to a four-month low; inflows remain strong – Motilal Oswal's Fund Folio Report Key observations * The Nifty slid 6.1% MoM in Sep’26, marking its second consecutive monthly decline amid geopolitical headwinds. The index fluctuated within a 1,574- point range before closing 1,460 points (or 6.1% MoM) lower at 22,620, marking its second-steepest monthly decline since Oct’24. In Sep’26, FIIs recorded outflows of USD4.1b after two consecutive months of inflows. DII inflows remained strong in Sep’26 at USD8b. * After scaling a new high of INR87.1...
Equity AUM dips to a four-month low; inflows remain strong – Motilal Oswal's Fund Folio Report
Equity AUM dips to a four-month low; inflows remain strong – Motilal Oswal's Fund Folio Report
Source: Motilal Oswal Financial Services Ltd
2026-10-14 09:46:15 am
Motilal Oswal MF Launches 'Motilal Oswal Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index Fund' Motilal Oswal Mutual Fund (MOMF) has announced the launch of its latest fund offer, "Motilal Oswal Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index Fund". The scheme is an open-ended fund replicating/tracking the Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index, subject to tracking error. The fund combines two asset classes together in a single, rules-based portfolio with 70% equity and 30% debt through two underlying indices: 70% Nifty Midcap 150 Index and 30% Nifty 8&ndash...
Motilal Oswal MF Launches 'Motilal Oswal Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index Fund'
Motilal Oswal MF Launches 'Motilal Oswal Nifty Midcap150 Plus 8–13 Yr G-Sec 70:30 Index Fund'
Source: Motilal Oswal Mutual Fund
2026-10-13 02:11:41 pm
Market Round-up - 12th October 2026 by Motilal Oswal Wealth Mangement • Equity benchmark indices came under pressure, with the Sensex tumbling over 500 points and the Nifty closing below the 22,400 mark, as persistent FII selling, domestic bond yields climbing to multi-year highs, and escalating geopolitical tensions in the Gulf region weighed on market sentiment. Investors also adopted a cautious approach ahead of the domestic inflation data scheduled for release today. The Nifty declined 157 points, or 0.7%, to close at 22,363, while the Sensex fell 547 ...
Market Round-up - 12th October 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 12th October 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Mangement
2026-10-12 06:10:49 pm
Market Round-up - 09th October 2026 by Motilal Oswal Wealth Mangement • %Domestic equity markets staged a strong recovery, with the Nifty gaining 1.3% and the Sensex rising nearly 1000 points, recovering most of the previous session’s losses. The rebound was supported by easing crude oil prices, encouraging TCS quarterly results, positive global market trends, declining US bond yields, %strong quarterly business updates, and bargain hunting following the indices’ fall to multi-month lows. • Asian and European markets advanced by over 1%...
Market Round-up - 09th October 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 09th October 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management
2026-10-09 06:15:38 pm
Market Round-up - 07th October 2026 by Motilal Oswal Wealth Mangement • Equity benchmark Nifty declined nearly 1% after a two-day relief rally, as the RBI’s first interest-rate hike in four years and its shift in policy stance to ‘calibrated tightening’ weighed on market sentiment. The RBI raised the FY27 CPI inflation forecast to 5.2% from 5% earlier, while marginally increasing its FY27 real GDP growth projection to 7.1% from 6.7%, which also dampened investor sentiment. • Market sentiment was further pressured by crude oil pric...
Market Round-up - 07th October 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 07th October 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management
2026-10-07 05:55:30 pm
MOSt Quantitative Outlook Monthly by Motilal Oswal Wealth Mangement Bank Nifty Bank Nifty started September on a cautious note with selling pressure and is forming lower highs from the last four months as it gradually slipped below 53800 zone to close near its lower band, indicating sell on bounce in the broader trend. The index witnessed support based buying near the lower zones but failed to attract any meaningful follow up buying, keeping the overall upside capped during the month. On the monthly scale, Bank Nifty formed a bearish candle and for October...
MOSt Quantitative Outlook Monthly by Motilal Oswal Wealth Mangement
MOSt Quantitative Outlook Monthly by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management
2026-10-06 05:41:55 pm
Market Round-up - 06th October 2026 by Motilal Oswal Wealth Mangement • Equity benchmark indices extended their recovery for the second consecutive session, with the Sensex and Nifty gaining nearly 1% each, supported by bargain hunting at lower levels following the sharp correction witnessed in recent sessions. Market sentiment was further boosted by the decline in crude oil prices below $100 per barrel, record-high closing levels in US equities, strong gains across Asian and European markets, and encouraging quarterly business updates from domestic compan...
Market Round-up - 06th October 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 06th October 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management Ltd
2026-10-06 05:20:34 pm
Capital Goods & Defense Sector Set for Stronger Ordering Momentum, but Rising Input Costs Could Pressure Margins: Motilal Oswal Financial Services India’s capital goods and defense sectors are entering the second quarter of FY27 with strong execution momentum and a visible improvement in order inflows, even as elevated commodity prices and the continued West Asia crisis create pressure on costs and margins, according to a September 2026 results preview by Motilal Oswal Financial Services (MOFSL). MOFSL expects companies under its coverage to report around 9.5% year-on-year revenue growth, 10.0% EBITDA growth and 9.8% profit gro...
Capital Goods & Defense Sector Set for Stronger Ordering Momentum, but Rising Input Costs Could Pressure Margins: Motilal Oswal Financial Services
Capital Goods & Defense Sector Set for Stronger Ordering Momentum, but Rising Input Costs Could Pressure Margins: Motilal Oswal Financial Services
Source: Motilal Oswal Financial services Ltd
2026-10-05 04:55:05 pm
Motilal Oswal Financial Services: Banks credit growth remains strong at 18.8% YoY; private banks’ 2QFY27 PAT estimated to grow 24% According to the September 2026 Results Preview – Financials: Banks report by Motilal Oswal Financial Services, banking sector business growth remains robust, supported by strong credit demand and higher FCNR(B) inflows. The report expects private banks to lead earnings growth, while Public Sector Banks (PSBs) are likely to see resilient margins. Credit growth remains strong Systemic credit growth stood at 18.8% YoY as of 15 September 2026, supported by sustained retail demand, hi...
Motilal Oswal Financial Services: Banks credit growth remains strong at 18.8% YoY; private banks’ 2QFY27 PAT estimated to grow 24%
Motilal Oswal Financial Services: Banks credit growth remains strong at 18.8% YoY; private banks’ 2QFY27 PAT estimated to grow 24%
Source: Motilal Oswal Financial Services ltd
2026-10-05 12:53:15 pm
The Eagle Eye : Global macro clouds deepen as FII selling resurfaces - Motilal Oswal Financial Services Ltd Rate hikes begin, pushing global bond yields to multi-year highs * As inflation outpaces the central banks’ comfort zones, major central banks have begun tightening their monetary policies. * The Fed/ECB/BoJ have already hiked rates following concerns over energy-driven inflation. These major central banks hiked rates by +25bp each, to 3.75%-4.00%/2.50%/1.25%, respectively. * Global tightening of monetary policies is increasingly visible in the bond markets, as 10Y government b...
The Eagle Eye : Global macro clouds deepen as FII selling resurfaces - Motilal Oswal Financial Services Ltd
The Eagle Eye : Global macro clouds deepen as FII selling resurfaces - Motilal Oswal Financial Services Ltd
Source: Motilal Oswal Financial Services Ltd Ltd
2026-10-05 09:37:27 am
Market Round-up - 1st October 2026 by Motilal Oswal Wealth Mangement • Equity benchmark Nifty declined nearly 1% to close below the 22,500 level, weighed down by heavy FII selling, weak global market cues, multi-year high US bond yields, crude oil prices above $100 per barrel, and concerns over delays in progress toward a US-Iran peace agreement. Market sentiment was further dampened by weak September monthly auto sales data. • The Nifty fell 198 points, or 0.8%, to close at 22,421, although it recovered nearly 1% from the intraday low of 22,217, ...
Market Round-up - 1st October 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 1st October 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management
2026-10-02 08:44:54 am
Market Round-up - 29th September 2026 by Motilal Oswal Wealth Mangement • Equity benchmark indices remained under pressure, with the Nifty closing below the 22,800 level and the Sensex declining by around 250 points driven by crude oil prices remaining above $106/bbl, elevated US bond yields at multi-year highs, weak global market cues, and continued weakness in the Indian rupee. During the September F&O series, the Nifty slipped nearly 7%, or around 1,500 points, marking one of the steepest monthly declines in the past six months. • Global marke...
Market Round-up - 29th September 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 29th September 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management
2026-09-30 09:05:48 am
Market Round-up - 28th September 2026 by Motilal Oswal Wealth Mangement • Equity benchmark indices witnessed a sharp sell-off, with the Sensex plunging more than 1,100 points and the Nifty falling 1.6% to a five-month low below the 22,800 level. Market sentiment was weighed down by a sharp rise in crude oil prices above $108/bbl, renewed geopolitical uncertainties, weak Asian market cues, and nearly 1% decline in US index futures. The surge in US 10-year Treasury yields to a multi-year high above 5.20%, continued foreign investor selling, and heightened geop...
Market Round-up - 28th September 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 28th September 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management
2026-09-28 05:07:40 pm
Market Round-up - 25th September 2026 by Motilal Oswal Wealth Mangement • The benchmark Nifty staged a recovery of more than 100 points from its intraday low, aided by optimism over a potential US–Iran peace agreement and a decline in crude oil prices to around $104 per barrel. Bargain buying following the previous session’s 400-point fall, along with sustained buying above the key 23,000 level, also improved market sentiment. • Global markets showed signs of recovery, with European indices rising more than 0.5% and US futures trading sli...
Market Round-up - 25th September 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 25th September 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Mangement
2026-09-26 08:54:28 am
Market Round-up - 23rd September 2026 by Motilal Oswal Wealth Mangement • Equity benchmark Nifty advanced more than 100 points to close above the 23,400 level, supported by a sharp decline in crude oil prices to a two-week low below $100 per barrel, progress in US-Iran peace talks, and positive global market cues. Brent crude has declined more than 10% from around $110 to below $100 per barrel, providing significant relief to India, which imports more than 70% of its crude oil requirements. Hopes of progress in US-Iran peace negotiations, along with Saudi Ar...
Market Round-up - 23rd September 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 23rd September 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management
2026-09-23 05:32:41 pm
Market Round-up - 22nd September 2026 by Motilal Oswal Wealth Mangement • Equity benchmark Nifty closed marginally lower amid profit booking, although the index recovered partially from its intra-day low following reports that Iran could consider reopening the Strait of Hormuz if the US lifted its blockade on Iranian ports. Brent crude prices fell sharply toward $98 a barrel after declining nearly 8% over the previous four sessions, while European markets turned positive on hopes of progress toward a diplomatic resolution between the US and Iran. • B...
Market Round-up - 22nd September 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 22nd September 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management Ltd
2026-09-22 05:44:46 pm
Market Round-up - 21st September 2026 by Motilal Oswal Wealth Mangement • Equity benchmark indices started the week on a positive note, with the Nifty gaining around half a percent to close above the 23,400 level, supported by a decline in crude oil prices below $102/bbl, softer US bond yields, and gains across global equity markets. On the domestic front, market sentiment was further supported by Moody’s upward revision of India’s FY27 GDP growth forecast to 7% from 6%, along with robust net direct tax collections, which rose 13% to over ?12.12 ...
Market Round-up - 21st September 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 21st September 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Management
2026-09-21 06:23:21 pm
Global rate hike cycle begins; India could see 75–100 bps rate hikes if oil prices remain high: Motilal Oswal Financial Services The global economy is entering a period of higher interest rates and more expensive capital, as major central banks have started moving away from the low-interest-rate environment of the past few years, according to a recent analysis by Motilal Oswal Financial Services (MOFSL). The report notes that the US Federal Reserve, European Central Bank and Bank of Japan have raised interest rates in September, while the Bank of England has kept its rate unchanged but maintained a cautious stance. ...
Global rate hike cycle begins; India could see 75–100 bps rate hikes if oil prices remain high: Motilal Oswal Financial Services
Global rate hike cycle begins; India could see 75–100 bps rate hikes if oil prices remain high: Motilal Oswal Financial Services
Source: Motilal Oswal Financial services Ltd
2026-09-21 04:47:17 pm
Market Round-up - 18th September 2026 by Motilal Oswal Wealth Mangement • The equity benchmark Nifty closed nearly 0.5% higher, moving above the 23,300 level, supported by a decline in crude oil prices to around $102 per barrel and a global rating agency raising its forecast for India’s FY27 economic growth to 7% from 6%. • Domestic net direct tax collections rose 13% to Rs 12.12 lakh crore as of September 17, 2026, reflecting healthy corporate earnings and steady advance-tax payments. Positive global market cues also contributed to the upbeat ...
Market Round-up - 18th September 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 18th September 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Mangement
2026-09-18 05:20:29 pm
Market Round-up - 17th September 2026 by Motilal Oswal Wealth Mangement • Equity benchmark Nifty closed marginally higher, supported by a sharp decline of more than 4% in crude oil prices to around $104/bbl, a nearly 1% rally in US index futures, and strong buying across Tata Group companies. The Nifty gained 53 points, or 0.2%, to close at 23,470. US index futures advanced up to 1%, while Treasury yields eased as lower oil prices raised optimism that inflationary pressures could remain under control. The market remained focused on the Federal Reserve’...
Market Round-up - 17th September 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 17th September 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Mangement
2026-09-17 05:44:52 pm
Expert Speak : Ms. Upasana Taku is a fintech entrepreneur and the CoFounder, Executive Director, and CFO of One MobiKwik Systems Ltd. by Motilal Oswal Financial Services Ltd UPI MDR: Ushers next leg of growth for the payment ecosystem We hosted an expert session with Ms. Upasana Taku, the Co-Founder, Executive Director, and CFO of One MobiKwik Systems, and Mr. Karthik Subramaniam, Head of Banking Alliances and Partnerships at MobiKwik Systems, to discuss the recent introduction of MDR on select UPI transactions. Ms. Taku believes the move marks a structural shift for the Indian payments ecosystem, as UPI transitions from a high-volume but largely un-monetized ...
Expert Speak : Ms. Upasana Taku is a fintech entrepreneur and the CoFounder, Executive Director, and CFO of One MobiKwik Systems Ltd. by Motilal Oswal Financial Services Ltd
Expert Speak : Ms. Upasana Taku is a fintech entrepreneur and the CoFounder, Executive Director, and CFO of One MobiKwik Systems Ltd. by Motilal Oswal Financial Services Ltd
Source: Motilal Oswal Financial Services Ltd
2026-09-17 01:49:16 pm
Market Round-up - 16th September 2026 by Motilal Oswal Wealth Mangement • The equity benchmark Nifty recovered from its intraday low and gained over 100 points, supported by bargain hunting around the psychological 23,000 level. The decline in crude oil prices to around $107 per barrel from high of $110, along with a positive trend across global markets, provided further support to investor sentiment. Traders also appeared to cover short positions at lower levels ahead of the US Federal Reserve’s interest-rate decision to be announce today. • T...
Market Round-up - 16th September 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 16th September 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Mangement
2026-09-17 09:23:58 am
Market Round-up - 15th September 2026 by Motilal Oswal Wealth Mangement • Equity benchmark indices came under heavy selling pressure, with the Nifty declining more than 1% and the Sensex falling nearly 600 points to close at a three-month low around the 74,000 level. Market sentiment remained subdued amid a sharp rise in crude oil prices to a three-month high of around $108/bbl, growing expectations of a US Federal Reserve rate hike, a surge in US Treasury yields to multi-year highs, and weak global market cues. US index futures declined around 0.5%, while A...
Market Round-up - 15th September 2026 by Motilal Oswal Wealth Mangement
Market Round-up - 15th September 2026 by Motilal Oswal Wealth Mangement
Source: Motilal Oswal Wealth Mangement
2026-09-16 09:11:41 am
Net equity inflows pick up, underpinned by lower redemptions– Motilal Oswal's Fund Folio Report Key observations * The Nifty ended its two-month winning streak in Aug'26, declining 1.2% MoM to close at 24,080. Notably, the index remained extremely volatile, swinging ~781 points during the month before closing 303 points lower. In Aug'26, FIIs recorded inflows for the second consecutive month at USD2.4b. DII inflows remained strong in Aug'26 at USD6.1b. * Total AUM of the MF industry increased for the third consecutive month to INR87.1t in Aug'26 (+1.5% MoM), primar...
Net equity inflows pick up, underpinned by lower redemptions– Motilal Oswal's Fund Folio Report
Net equity inflows pick up, underpinned by lower redemptions– Motilal Oswal's Fund Folio Report
Source: Motilal Oswal Financial Services Ltd
2026-09-16 09:10:36 am
MO Signa Model Portfolio Factsheet Sep 2026 by Motilal Oswal Wealth Management Market Outlook Our Current Macro Reading India Equities last month Indian equities ended their two-month winning streak in August, with the Nifty50 declining 1.2% MoM to 24,080. In contrast, broader markets continued to outperform, with the Midcap and Smallcap indices gaining 2.1% and 3.1%, respectively. The divergence reflects resilient domestic liquidity and continued investor preference for domestic growth-oriented themes despite elevated global uncertainties. West-Asia Confli...
MO Signa Model Portfolio Factsheet Sep 2026 by Motilal Oswal Wealth Management
MO Signa Model Portfolio Factsheet Sep 2026 by Motilal Oswal Wealth Management
Source: Motilal Oswal Wealth Management
2026-09-10 02:23:12 pm
MO Advisor Sep 2026 by Motilal Oswal Wealth Management Technical & Derivatives Outlook * Nifty index started August on a positive note and witnessed buying in the first week of the month and it went on to cross 24750 zones. The index faced some resistance at elevated levels as profit booking emerged thereafter and slowly dragged the index towards 24000 zones in the latter part of the month. It witnessed sharp swings on either sides amidst indecisive movement but kept the overall trend sideways to negative. The index managed to recover from...
MO Advisor Sep 2026 by Motilal Oswal Wealth Management
MO Advisor Sep 2026 by Motilal Oswal Wealth Management
Source: Motilal Oswal Wealth Management
2026-09-10 12:01:31 pm
Market Round-up - 9th September 2026 by Motilal Oswal Wealth Management • Equity benchmark Nifty extended its decline for the third consecutive trading session, tracking weak global market cues, a sharp rise in crude oil prices to a two-month high above $100/bbl, and escalating geopolitical tensions in the Gulf region. The Sensex nosedived more than 800 points, while Nifty slipped nearly 1% to close below the 23,500 level. Investor sentiment remained cautious amid concerns that elevated energy prices could prompt the US Federal Reserve to maintain a hawkish ...
Market Round-up - 9th September 2026 by Motilal Oswal Wealth Management
Market Round-up - 9th September 2026 by Motilal Oswal Wealth Management
Source: Motilal Oswal Wealth Mangement
2026-09-09 05:03:15 pm
The Eagle Eye : Global headwinds cloud strong domestic fundamentals – Motilal Oswal Financial Services Ltd AI-led capex boom continues: Growth remains elevated despite a higher base * The semiconductor super-cycle is showing little sign of losing momentum: The extraordinary growth seen over the past four years is being sustained, with industry estimates increasingly seeing upgrades rather than downgrades as AI-driven demand continues to accelerate across GPUs, advanced chips, HBM, and semiconductor equipment. * Growth is set to remain exceptionally strong over the next two years: Despite a s...
The Eagle Eye : Global headwinds cloud strong domestic fundamentals – Motilal Oswal Financial Services Ltd
The Eagle Eye : Global headwinds cloud strong domestic fundamentals – Motilal Oswal Financial Services Ltd
Source: Motilal Oswal Financial Services Ltd
2026-09-04 02:58:17 pm
Market Round-up - 1st September 2026 by Motilal Oswal Wealth Management • Equity benchmark Nifty ended marginally lower after a volatile session, weighed down by escalating geopolitical tensions between the US and Iran, crude oil prices rising above $92/bbl, weak global market cues, and persistent FII selling. However, the index recovered most of its intraday losses after briefly slipping below the psychologically important 24,000 level, supported by bargain hunting. Nifty declined 24 points, or 0.1%, to close at 24,055 after touching an intraday low of 23,9...
Market Round-up - 1st September 2026 by Motilal Oswal Wealth Management
Market Round-up - 1st September 2026 by Motilal Oswal Wealth Management
Source: Motilal Oswal Wealth Mangement
2026-09-01 06:14:54 pm
Market Round-up - 31st August 2026 by Motilal Oswal Wealth Management • Equity benchmark Nifty slipped nearly 100 points to close below the 24,100 level as escalating geopolitical tensions between the US and Iran, a sharp rise in crude oil prices above $91/bbl, and hawkish comments from the new US Federal Reserve Chair Kevin Warsh weighed on market sentiment. The Fed’s hawkish stance has strengthened expectations of tighter monetary policy, further raising concerns over global growth and inflation. Asian and European markets also traded lower, while ...
Market Round-up - 31st August 2026 by Motilal Oswal Wealth Management
Market Round-up - 31st August 2026 by Motilal Oswal Wealth Management
Source: Motilal Oswal Wealth Management Ltd
2026-08-31 06:09:03 pm
The Corner Office Interaction with the Mr. Karthik Yathindra, CEO of Page Industries by Motilal Oswal Financial Services Ltd Growth positivity sustains; strengthening the core We interacted with Mr. Karthik Yathindra, CEO of Page Industries (PAGE), to discuss consumption trends in the innerwear segment, growth strategy, distribution expansion, category opportunities, and the company’s profitability outlook. * PAGE’s growth strategy remains anchored on strengthening its leadership in men’s innerwear while accelerating growth in underpenetrated categories such as women’s innerwear and at...
The Corner Office Interaction with the Mr. Karthik Yathindra, CEO of Page Industries by Motilal Oswal Financial Services Ltd
The Corner Office Interaction with the Mr. Karthik Yathindra, CEO of Page Industries by Motilal Oswal Financial Services Ltd
Source: Motilal Oswal Financial Services Ltd
2026-08-31 09:09:30 am
Market Round-up - 25th August 2026 by Motilal Oswal Wealth Management • Equity benchmark Nifty bounced back into positive territory, recovering more than half a percent from its intraday low, supported by short covering on the August series F&O expiry day. Bargain hunting at lower levels also aided sentiment as global markets advanced, led by a rebound in chipmakers, while easing bond yields provided additional support after Brent crude slipped below $90 a barrel. The Nifty gained 0.2%, or 41 points, to close at 24,260 after touching an intraday low of...
Market Round-up - 25th August 2026 by Motilal Oswal Wealth Management
Market Round-up - 25th August 2026 by Motilal Oswal Wealth Management
Source: Motilal Oswal Wealth Management
2026-08-25 05:22:54 pm
Market Round-up - 24th August 2026 by Motilal Oswal Wealth Management • Equity benchmark Nifty ended marginally lower, closing near the 24,200 mark, as escalating geopolitical tensions and reports of the US considering fresh economic measures against Iran weighed on market sentiment. Persistent tensions in the Middle East, along with elevated crude oil prices, continued to keep investors cautious and limited risk appetite. Asian and European markets also traded lower ahead of Nvidia’s results and commentary from US Federal Reserve Chair Kevin Warsh a...
Market Round-up - 24th August 2026 by Motilal Oswal Wealth Management
Market Round-up - 24th August 2026 by Motilal Oswal Wealth Management
Source: Motilal Oswal Wealth Management
2026-08-24 05:29:40 pm
CEO Track : Developer's Playbook: The Art of Delivering Quality with Scale by Mr. Vikas Oberoi Chairman & Managing Director, Oberoi Realty Ltd Developer’s Playbook: The Art of Delivering Quality with Scale We hosted Mr. Vikas Oberoi, Chairman and Managing Director at Oberoi Realty (OBER), as part of our CEO track session at AGIC 2026. Here are the key takeaways of the session Scale and quality can coexist OBER aims to remain among the top players in existing micro-markets while simultaneously pursuing growth opportunities in NCR. The company is following a hub-and-spoke model, allowing it to leverage its established b...
CEO Track : Developer's Playbook: The Art of Delivering Quality with Scale by Mr. Vikas Oberoi Chairman & Managing Director, Oberoi Realty Ltd
CEO Track : Developer's Playbook: The Art of Delivering Quality with Scale by Mr. Vikas Oberoi Chairman & Managing Director, Oberoi Realty Ltd
Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:57:58 pm
CEO Track : PLI to global leadership by Mr. Atul Lall VC & Managing Director, Dixon Technologies (India) Ltd We hosted Mr. Atul Lal, MD and Vice Chairman of Dixon Technologies, as part of our CEO Track session at AGIC 2026. Here are the key takeaways of the session: Structural growth seen in electronics market India’s electronics manufacturing industry has expanded from around USD30b to nearly USD140b over the past 6-7 years, with EMS accounting for around USD40b. Dixon expects the Indian electronics manufacturing market to reach USD400-450b by FY29-30, with the EMS opportunity estimated...
CEO Track : PLI to global leadership by Mr. Atul Lall VC & Managing Director, Dixon Technologies (India) Ltd
CEO Track : PLI to global leadership by Mr. Atul Lall VC & Managing Director, Dixon Technologies (India) Ltd
Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:48:22 pm
CEO Track : Building India's sovereign AI stack by Dr. Pratyush Kumar Co-founder, Sarvam AI We hosted Dr. Pratyush, Co-Founder, Sarvam AI, as part of our CEO track session at AGIC 2026. Here are the key takeaways of the session Full-stack approach is central to Sarvam's strategy Sarvam is building a complete AI stack, from infrastructure and foundation models to enterprise applications. The company believes owning every layer allows it to capture a larger share of value rather than becoming only a low-margin AI infrastructure provider. It has already built a 100b-parameter...
CEO Track : Building India's sovereign AI stack by Dr. Pratyush Kumar Co-founder, Sarvam AI
CEO Track : Building India's sovereign AI stack by Dr. Pratyush Kumar Co-founder, Sarvam AI
Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:42:25 pm
CEO Track : Building scale with profitability by Mr. Vijay S Sharma Founder & CEO, One 97 Communications Ltd We hosted a fireside chat with Mr. Vijay Shekhar Sharma, Founder & CEO of Paytm, as a part of CEO Track at AGIC 2026. Please find below the key insights from the session: Payments franchise: Trust, scale and digital adoption remain the core Paytm believes the future of money is increasingly digital and mobile-led, with the bank account being the underlying infrastructure and the transaction itself at the center of the ecosystem. Fintech is acting as an enabler of this shift, particu...
CEO Track : Building scale with profitability by Mr. Vijay S Sharma Founder & CEO, One 97 Communications Ltd
CEO Track : Building scale with profitability by Mr. Vijay S Sharma Founder & CEO, One 97 Communications Ltd
Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:34:33 pm
CEO Track : From effort to outcomes: The AI-led shift by Mr. Mr. Sudhir Singh CEO & Executive Director, Coforge We hosted Mr. Sudhir Singh, CEO of Coforge Ltd., as part of our CEO track session at AGIC 2026. Here are the key takeaways of the session: Enterprise autonomy is harder than the initial AI hype suggested Enterprise clients have moved beyond questioning the value of AI, with the key challenge now shifting to operationalizing intelligence at scale to drive tangible business outcomes. While falling token costs and rapidly improving models have made intelligence increasingly abundant, embed...
CEO Track : From effort to outcomes: The AI-led shift by Mr. Mr. Sudhir Singh CEO & Executive Director, Coforge
CEO Track : From effort to outcomes: The AI-led shift by Mr. Mr. Sudhir Singh CEO & Executive Director, Coforge
Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:25:14 pm
The Corner Office Interaction with the Mr. Sanjiv Bajaj, Chairman and Managing Director by Motilal Oswal Financial Services Ltd Insurance comes home; multiple growth levers ahead We hosted the management of Bajaj Finserv (BJFIN), including Mr. Sanjiv Bajaj – Chairman and MD, for a non-deal roadshow in Singapore and Hong Kong. The management articulated its ambition of making BJFIN a financial-life-cycle partner for Indian consumers, supported by its large customer franchise, distribution and technology capabilities * The philosophy remains firmly centered on quality of growth over headline market share, wi...
The Corner Office Interaction with the Mr. Sanjiv Bajaj, Chairman and Managing Director by Motilal Oswal Financial Services Ltd
The Corner Office Interaction with the Mr. Sanjiv Bajaj, Chairman and Managing Director by Motilal Oswal Financial Services Ltd
Source: Motilal Oswal Financial Services Ltd
2026-08-24 02:16:29 pm
Nifty 50 gained 2.17% in July, with broader indices also positive: Motilal Oswal Mutual Fund According to Motilal Oswal Mutual Fund's Global Market snapshot report, the Nifty Next 50 gained 2.82% in July, recording the highest monthly gain among the indices. The Nifty 50 rose 2.17% over the month, while the Nifty 500 gained 2.02%. The Nifty Midcap 150 increased 1.60%, followed by the Nifty Smallcap 250, which rose 1.13%. The Nifty Microcap 250 recorded a gain of 0.14% over the mont...
Nifty 50 gained 2.17% in July, with broader indices also positive: Motilal Oswal Mutual Fund
Nifty 50 gained 2.17% in July, with broader indices also positive: Motilal Oswal Mutual Fund
Source: Motilal Oswal Financial services Ltd
2026-08-22 02:23:35 pm
Market Round-up - 20th August 2026 by Motilal Oswal Wealth Management • Equity benchmark Nifty rebounded after a seven-session losing streak, gaining over half a percent to close above the 24,200 mark, supported by a recovery in global markets. Easing US Treasury yields improved global risk sentiment, while fresh foreign fund inflows and encouraging quarterly earnings further strengthened market optimism. Additionally, bargain hunting emerged after the Nifty had declined nearly 2% over the previous seven trading sessions. • The Nifty advanced 153 p...
Market Round-up - 20th August 2026 by Motilal Oswal Wealth Management
Market Round-up - 20th August 2026 by Motilal Oswal Wealth Management
Source: Motilal Oswal Wealth Management
2026-08-20 06:33:01 pm
Market Round-up - 19th August 2026 by Motilal Oswal Wealth Management • Equity benchmark indices continued their downward trend, with the Nifty extending losses for the seventh consecutive session—the longest losing streak since September 2025. Rising crude oil prices, which surged to a two-week high above $91 per barrel, weak global market cues, and escalating geopolitical tensions between the US and Iran weighed heavily on investor sentiment. Concerns intensified after Trump stated that the US is not engaged in any peace talks with Iran. • ...
Market Round-up - 19th August 2026 by Motilal Oswal Wealth Management
Market Round-up - 19th August 2026 by Motilal Oswal Wealth Management
Source: Motilal Oswal Wealth Management Ltd
2026-08-19 05:11:58 pm
CEO Track : Redefining healthcare, one specialty at a time by Mr. Vikram Vuppala Founder Chairman & Managing Director, Nephrocare Health Services We hosted Mr. Vikram Vuppala, Founder Chairman & Managing Director, Nephrocare Health Services, for a panel discussion as part of our CEO track session at AGIC 2025. Here are the key takeaways of the session: Industry perspective: Long runway driven by low organized penetration NephroPlus: Dialysis remains one of the most underpenetrated chronic-care segments, with only ~15% of patients requiring dialysis currently receiving treatment. Organized penetration stands at ~20%, with Neph...
CEO Track : Redefining healthcare, one specialty at a time by Mr. Vikram Vuppala Founder Chairman & Managing Director, Nephrocare Health Services
CEO Track : Redefining healthcare, one specialty at a time by Mr. Vikram Vuppala Founder Chairman & Managing Director, Nephrocare Health Services
Source: Motilal Oswal Financial Services Ltd
2026-08-19 09:39:28 am
CEO Track : Focusing on innovation, digital channels, premiumization by Mr. Sunil A. D'Souza Managing Director & CEO, Tata Consumer Products Ltd We hosted Mr. Sunil A. D’Souza, MD and CEO of Tata Consumer Products, as part of our CEO Track session at AGIC 2026. Here are the key takeaways of the session: Strategic transformation: Building a strong FMCG platform * After CY20, the company focused on building a strong FMCG engine anchored around quality products, wider availability, strong brands and innovation. * The company also developed a robust product funnel and scalable distribution network to efficiently launch and ...
CEO Track : Focusing on innovation, digital channels, premiumization by Mr. Sunil A. D'Souza Managing Director & CEO, Tata Consumer Products Ltd
CEO Track : Focusing on innovation, digital channels, premiumization by Mr. Sunil A. D'Souza Managing Director & CEO, Tata Consumer Products Ltd
Source: Motilal Oswal Financial Services Ltd
2026-08-19 09:25:47 am