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Perspective on Bond Yields by Mr. Jayesh Faria, Motilal Oswal Private Wealth

Below Perspective on Bond Yields by Mr. Jayesh Faria, Director, Regional Head - West, Motilal Oswal Private Wealth ‘Since 2022, RBI’s focus has shifted towards inflation management while supporting growth, hence have taken steps like cumulatively hiking of policy rates by 250bps, normalizing system liquidity with an intention to get real rates above long term inflation levels. Current fall in 10 year yield below 7% has been due to multiple fa...

Perspective on Bond Yields by Mr. Jayesh Faria, Motilal Oswal Private Wealth

Source: Motilal Oswal Private Wealth Management
22/05/2023 4:17:49 PM

Bond Yields hitting the 3 month high of 7.45% by Mr. Jayesh Faria, Motilal Oswal Private Wealth

Below Quote on Bond Yields hitting the 3 month high of 7.45% By Mr. Jayesh Faria, Associate Director, Regional Head – West, Motilal Oswal Private Wealth India 10 year bond yield hits the high level of 7.45% which is the highest since November 22, this is an indication of nervousness in the market. In the last policy meeting, MPC refrained from giving forward guidance and retained the optionality to be on either side based on incoming data to change their stance to neut...

Bond Yields hitting the 3 month high of 7.45% by Mr. Jayesh Faria, Motilal Oswal Private Wealth

Source: Motilal Oswal Private Wealth Management
27/02/2023 5:11:09 PM

Equity Portfolio needs to have a prudent mix of both Growth and Value investment styles: Motilal Oswal Private Wealth

Mumbai: The Alpha Strategist by Motilal Oswal Private Wealth (MOPW) highlighted that the global economies & financial markets are experiencing ‘Winds of Change’. This infers that their new economic fundamentals are getting predominant which will dramatically alter the growth trends witnessed over the last 10 years. Alpha Strategist report encapsulates the performance analogies of various asset classes during 2013-22 and provides an advisory on the ideal asset mix for wealth cr...

Equity Portfolio needs to have a prudent mix of both Growth and Value investment styles: Motilal Oswal Private Wealth

Source: PR Agency
9/01/2023 1:57:43 PM

Motilal Oswal Private Wealth expands footprint

Strengthens leadership team – Hires senior talent from the industry Motilal Oswal Private Wealth (MOPW) has taken bold initiatives to strengthen its leadership team by onboarding senior wealth management professionals across Ultra HNI/Family Office, offshore business, Investor Advisory, Human Resources and Marketing functions. This move will add serious leadership bandwidth to the business allowing the company to expand its footprint across several geographies in India and offshore l...

Motilal Oswal Private Wealth expands footprint

Source: PR Agency
9/11/2022 3:03:24 PM

Alpha Strategist Report for June 2022 By Motilal Oswal Private Wealth

Continue to focus on Multi cap and select Mid & Small cap strategies across MF/PMS/AIF platforms Mumbai : The Alpha Strategist by Motilal Oswal Private Wealth (MOPW) highlighted the bias towards Multi cap and select Mid & Small cap strategies across MF/PMS/AIF platforms. Motilal Oswal’s proprietary Temperature Gauge Index indicates that Equity market is in fair zone and close to the cheap valuation zone. For incremental investments, MOPW continues to suggest 50% deployme...

Alpha Strategist Report for June 2022 By Motilal Oswal Private Wealth

Source: Motilal Oswal Private Wealth
4/07/2022 4:10:01 PM

Perspective on RBI MPC announcement By Mr. Nitin Shanbhag, Motilal Oswal Private Wealth

Below is perspective on RBI MPC announcement By Mr. Nitin Shanbhag, Sr. Executive group VP- Motilal Oswal Private Wealth. “The 50 bps repo rate hike was already factored in with 1 year G-sec yield already trading at 6% pre policy. The yield curve is quite steep and is likely to continue to flatten going forward. The prevailing term spread between the 10 year and 5 year yield is not attractive relative to historical spreads. Hence, for Fixed Income portfolios, we s...

Perspective on RBI MPC announcement By Mr. Nitin Shanbhag, Motilal Oswal Private Wealth

Source: Motilal Oswal Private Wealth
8/06/2022 12:26:31 PM

Longer term vision for India's macro remains positive; the `Lollapalooza Effect` at play: Motilal Oswal Private Wealth

Key Insights: * The strategy for Equity is toinvest 50% in lump sum and 50% in a staggered manner over the next 3 months in Multicap strategies and select Mid & Small Cap strategies (MFs, PMS, AIF) to achieve strategic equity allocation. * ~70% - 80% of the Fixed Income portfolio should be biased towards high quality short to medium term accrual strategies with minimum investment horizon of 3 years. Within the above allocation, 20% - 30% can be allocated towards long maturity and hi...

Longer term vision for India's macro remains positive; the `Lollapalooza Effect` at play: Motilal Oswal Private Wealth

Source: Motilal Oswal Private Wealth
21/04/2022 4:56:21 PM

Perspective on RBI MPC Policy By Mr. Nitin Shanbhag, Motilal Oswal Private Wealth

Below is perspective on RBI MPC Policy Direct Scheme By Mr. Nitin Shanbhag, Sr. Executive group VP- Motilal Oswal Private Wealth. “Policy rates remaining unchanged indicates that RBI is more focused on domestic macro variables rather than tracking global central bank actions. While the US Fed has clearly indicated multiple rate hikes going forward to combat rising inflation, the RBI seems far more calibrated in approach given its own projection of domestic CPI peaking ...

Perspective on RBI MPC Policy By Mr. Nitin Shanbhag, Motilal Oswal Private Wealth

Source: Motilal Oswal Private Wealth
10/02/2022 11:59:15 AM

Alpha Strategist Report for November By Motilal Oswal Private Wealth

Economy: GST collection surges to INR 1.3 trillion A. Gross revenue collections of Goods and Services Tax (GST) in October (for sales in September) rose 23.7 per cent year-on-year to INR 1.3 trillion B. This is the second-highest revenue collection under GST ever since its rollout in July 2017 C. Pick up in GST collection signifies pickup in economic activity and several compliance measures taken by tax authorities to curb evasion. Equities: Q2FY22 Interim Earnings r...

Alpha Strategist Report for November By Motilal Oswal Private Wealth

Source: Motilal Oswal Private Wealth
19/11/2021 1:57:02 PM

Perspective on RBI Retail Direct Scheme By Mr. Nitin Shanbhag, Motilal Oswal Private Wealth

Below is perspective on RBI Retail Direct Scheme By Mr. Nitin Shanbhag, Sr. Executive group VP- Motilal Oswal Private Wealth. “The G-sec market is dominated by Institutional investors like Banks, Insurance companies, Mutual Funds, etc. with lot sizes of Rs. 5 crores & higher. Hence this segment was largely inaccessible to retail participants. G-secs witnesses highest volumes within the fixed income market since they offer a risk-free rate, hence no credit risk. Ret...

Perspective on RBI Retail Direct Scheme By Mr. Nitin Shanbhag, Motilal Oswal Private Wealth

Source: White Marque Solutions
12/11/2021 2:27:53 PM

Adhere to Investment Charter & Asset Allocation: Motilal Oswal Private Wealth

Key Insights: * The strategy for Equity is to invest 50% in lump sum and 50% in a staggered manner over the next 3 months in Multicap strategies and select Mid & Small Cap strategies (MFs, PMS, AIF). * ~70% - 80% of the Fixed Income portfolio should be biased towards high quality short to medium term accrual strategies with minimum investment horizon of 3 years. Within the above allocation, 20-30% can be allocated towards long maturity and high quality roll-down strategies. ...

Adhere to Investment Charter & Asset Allocation: Motilal Oswal Private Wealth

Source: White Marque Solutions
25/10/2021 12:59:21 PM

Perspective on RBI MPC Policy by Mr. Nitin Shanbagh, Motilal Oswal Private Wealth

Below is perspective on RBI MPC Policy by Mr. Nitin Shanbagh, Head – Investment Products, Motilal Oswal Private Wealth “While the RBI policy was on expected lines, it remains to be seen as to when the stance changes based on pace of economic recovery. With system liquidity remaining extremely high, the 14 day VRRR quantum is being further hiked from the current Rs. 4 lakh crores to Rs. 6 lakh crores in stages by Dec’21. RBI is also open to introducing 28 da...

Perspective on RBI MPC Policy by Mr. Nitin Shanbagh, Motilal Oswal Private Wealth

Source: White Marque Solutions
8/10/2021 3:29:19 PM

Below is Perspective on RBI MPC Policy by Mr. Nitin Shanbagh, Head – Investment Products, Motilal Oswal Private Wealth “RBI continues to prioritize growth and maintain financial stability as far as necessary. Having said, it remains mindful of anchoring inflation expectations. While maintaining a balance between growth/inflation dynamics, RBI is likely to continue with orderly evolution of the yield curve through OMOs & GSAPs. Till durable growth reco...

Perspective on RBI MPC Policy by Mr. Nitin Shanbagh, Motilal Oswal Private Wealth

Source: Motilal Oswal Private Wealth
6/08/2021 12:22:09 PM

Motilal Oswal Financial Services reports highest ever Q4FY21 PAT of Rs 448 crores. Company declares final dividend of Rs 5 per share.

Motilal Oswal Financial Services reports Highest ever Q4FY21 PAT of Rs 448 cr, +34% QoQ and Rs 1,245 cr, +579% YoY in FY21. Company declares final dividend of Rs 5 per share. Mumbai, April 29, 2021: Motilal Oswal Financial Services Ltd. announced its results for the quarter and full year ended March 31, 2021 post approval by the Board of Directors at a meeting held in Mumbai on April 29, 2021. Performance for the quarter and full year ended March 31, 2021: In Q4FY21, consolid...

Motilal Oswal Financial Services reports highest ever Q4FY21 PAT of Rs 448 crores. Company declares final dividend of Rs 5 per share.

Source: PR Agency
29/04/2021 7:37:16 PM

Press Note: Alpha Strategist March 2021 - Investment Strategy across Asset Classes By Ashish Shanker, Motilal Oswal Private Wealth Management

Below are Press Note: Alpha Strategist March 2021 - Investment Strategy across Asset Classes By Ashish Shanker, Deputy Managing Director, Motilal Oswal Private Wealth Management Mumbai, March 30, 2021: As FY21 comes to a close, a great deal of investment opportunities lay in front of us as we embark on our journey into FY22. As per Alpha Strategist report recently launched by Motilal Oswal Private Wealth Management, the recommendation for investors is to increase allocation in equitie...

Press Note: Alpha Strategist March 2021 - Investment Strategy across Asset Classes By Ashish Shanker, Motilal Oswal Private Wealth Management

Source: Motilal Oswal Financial Services Ltd
30/03/2021 3:47:20 PM