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Earnings growth expected to moderate to 12-14% CAGR over FY24-26: Motilal Oswal Private Wealth According to Alpha Strategist Report from Motilal Oswal Private Wealth (MOPW), earnings growth is expected to moderate to 12-14% CAGR over FY24-26 with some interim but short-lived slowdown as currently witnessed in 2QFY25.   Most of the emerging markets have experienced FII outflows during Oct amid uncertainty around US election, geopolitical tensions in middle east, stimulus announcement by China and rise in US yields. However, for India, these outflows were exacerbated by the on...
Earnings growth expected to moderate to 12-14% CAGR over FY24-26: Motilal Oswal Private Wealth
Earnings growth expected to moderate to 12-14% CAGR over FY24-26: Motilal Oswal Private Wealth
Source: Motilal Oswal Private Wealth
2024-11-20 11:30:06 am
Daily Market Commentary : Nifty opened flat and traded range bound between 24100 and 24200 levels throughout the day Says Mr. Siddhartha Khemka, Motilal Oswal Below the Daily market commentary by Mr. Siddhartha Khemka, Head - Research, Wealth Management, Motilal Oswal Financial Services Ltd.   Nifty opened flat and traded range bound between 24100 and 24200 levels throughout the day. It closed with a loss of 51 points (-0.2%) at 24,148. The broader markets underperformed, with midcap and smallcap indices losing 1.3% and 1.7% respectively. Except Nifty IT, all sectoral indices ended flat to negative. The US Fed cut its benc...
Daily Market Commentary : Nifty opened flat and traded range bound between 24100 and 24200 levels throughout the day Says Mr. Siddhartha Khemka, Motilal Oswal
Daily Market Commentary : Nifty opened flat and traded range bound between 24100 and 24200 levels throughout the day Says Mr. Siddhartha Khemka, Motilal Oswal
Source: Motilal Oswal Financial Services Ltd
2024-11-09 05:41:19 pm
Motilal Oswal Private Wealth Strengthens its Leadership Team, Ropes in Akash Hariani as Joint Managing Director Motilal Oswal Private Wealth is pleased to announce the appointment of Mr. Akash Hariani to the position of Joint Managing Director. With over 25 years of experience in private wealth management, Akash will play a pivotal role in the growth strategy of Motilal Oswal Private Wealth, both in India and abroad. He has a proven track record of driving business growth for UHNIs and family offices, consistently placing himself at the forefront of the industry.   Akash joins Motilal Oswal ...
Motilal Oswal Private Wealth Strengthens its Leadership Team, Ropes in Akash Hariani as Joint Managing Director
Motilal Oswal Private Wealth Strengthens its Leadership Team, Ropes in Akash Hariani as Joint Managing Director
Source: Motilal Oswal Wealth Management
2024-10-03 05:41:09 pm
Motilal Oswal Wealth Management Unveils `Growth Ka Chashma` - A Revolutionary AI-Powered Growth Lens for Investors Motilal Oswal Wealth Management is proud to launch ‘Growth Ka Chashma’, India’s first AI-powered Growth Lens, on the occasion of Gandhi Jayanti. Designed to empower modern investors, this innovative tool lines up recommended sectors and stocks with just a snap, backed by Motilal Oswal’s renowned research expertise.   Growth Ka Chashma makes investing more interactive and engaging by allowing users to point their mobile cameras to themes that intere...
Motilal Oswal Wealth Management Unveils `Growth Ka Chashma` - A Revolutionary AI-Powered Growth Lens for Investors
Motilal Oswal Wealth Management Unveils `Growth Ka Chashma` - A Revolutionary AI-Powered Growth Lens for Investors
Source: Motilal Oswal Wealth Management
2024-10-01 04:49:56 pm
Indian economy in a Goldilocks phase : Motilal Oswal Private Wealth According to Alpha Strategist September 2024 report by Motilal Oswal Private Wealth (MOPW), India's economy has witnessed all phases. In FY13, India was considered a fragile economy due to low GDP growth of 5.5%, high inflation at 10%, and alarming twin deficit at 10% of GDP. By FY17, the economy has not just recovered but was also in an expansion phase with GDP growth at 8%, Inflation at 5%, and twin deficit at 4%. Subsequently, the economy went into a slowdown post the NBFC cr...
Indian economy in a Goldilocks phase : Motilal Oswal Private Wealth
Indian economy in a Goldilocks phase : Motilal Oswal Private Wealth
Source: Motilal Oswal Private Wealth
2024-09-19 04:24:31 pm
Investors need to follow 'The Way of Samurai' to maintain discipline to an Investment Charter, Asset Allocation & deployment strategy : Motilal Oswal Private Wealth According to Alpha Strategist August 2024 report by Motilal Oswal Private Wealth (MOPW), The recent rate hike by Bank of Japan & US economic data has led to heightened volatility in risk assets. It is during such times that investors need to follow ‘The Way of Samurai’ namely to maintain discipline to an Investment Charter, Asset Allocation and deployment strategy which is essential for long term wealth creation. A 'carry trade' occurs when inves...
Investors need to follow 'The Way of Samurai' to maintain discipline to an Investment Charter, Asset Allocation & deployment strategy : Motilal Oswal Private Wealth
Investors need to follow 'The Way of Samurai' to maintain discipline to an Investment Charter, Asset Allocation & deployment strategy : Motilal Oswal Private Wealth
Source: Motilal Oswal Private Wealth
2024-08-27 10:24:12 am
India a bright spot, to remain fastest-growing major economy this year Despite global macro-economic conditions, India continues to remain a bright spot and is expected to be the fastest-growing major economy this year, a report showed on Tuesday.  The country has become the fifth-largest economy in the world, and is set to be among the top three global economic powers soon. Dr Gita Gopinath, Deputy Managing Director of the International Monetary Fund (IMF), stated last week that the country is likely to achieve this feat by 2027. The IMF has raised i...
India a bright spot, to remain fastest-growing major economy this year
India a bright spot, to remain fastest-growing major economy this year
Source: IANS
2024-08-20 01:42:24 pm
Neutral Aditya Birla Fashion and Retail Ltd For Target Rs. 340 By Motilal Oswal Financial Services Ltd Impressive on the margin execution front * Aditya Birla Fashion and Retail (ABFRL)’s consolidated EBITDA grew 23% YoY (12% beat), led by the Lifestyle/ABLFL others/Pantaloons segments, which saw 50bp/11pp/470bp expansion in EBITDAM. Revenue growth was fueled by new businesses. The net loss widened to INR2.1b (vs. loss of INR1.6b YoY). * The rationalization of loss-making stores and the discontinuation of unprofitable channels in Madura turned out to be positive. However, continued...
Neutral Aditya Birla Fashion and Retail Ltd For Target Rs. 340 By Motilal Oswal Financial Services Ltd
Neutral Aditya Birla Fashion and Retail Ltd For Target Rs. 340 By Motilal Oswal Financial Services Ltd
Source: Motilal Oswal Financial Services
2024-08-13 06:15:26 pm
Neutral BSE Ltd For Target Rs. 2,700 By Motilal Oswal Financial Services Ltd Strong operating performance led to PAT growth * BSE reported a strong performance in 1QFY25 with a PAT of INR2.64b, an increase of 160% YoY and 148% QoQ (6.5% beat). * Transaction charges grew 45% QoQ and 455% YoY at INR 3.66bdtiven by the derivatives segment, where charges jumped 113% QoQ to INR2.4b (6% higher than our estimates). * Star MF continued to report a healthy performance, with 72% YoY jump in volumes and revenue surging 2x YoY to INR479m. * BSE continues to gain marke...
Neutral BSE Ltd For Target Rs. 2,700 By Motilal Oswal Financial Services Ltd
Neutral BSE Ltd For Target Rs. 2,700 By Motilal Oswal Financial Services Ltd
Source: Motilal Oswal Financial Services
2024-08-13 05:53:53 pm
Buy IIFL Finance Ltd For Target Rs. 560 By Motilal Oswal Financial Services Ltd Accelerated rundown in gold loan; other segments also slowed Earnings miss due to elevated provisions and lower other income * NII grew 10% YoY but declined ~13% QoQ to ~INR14.4b (in line) in 1QFY25. The loss due to the unwinding of prior assignments was ~INR1.6b. Other income loss stood at INR43m (PY: +INR1.3b). * Opex grew 18% YoY to INR7.5b (in line), with the cost-to-income ratio of 52% (PY: 44%). PPoP declined ~15% YoY to INR6.9b (15% miss). * PAT (post-NCI) declined 32% YoY...
Buy IIFL Finance Ltd For Target Rs. 560 By Motilal Oswal Financial Services Ltd
Buy IIFL Finance Ltd For Target Rs. 560 By Motilal Oswal Financial Services Ltd
Source: Motilal Oswal Financial Services
2024-08-13 05:49:02 pm
Journey to the East : Equity markets could witness positive net FII flows going forward - Motilal Oswal Private Wealth (MOPW) According to “Journey to the East” - Alpha Strategist July 2024 report by Motilal Oswal Private Wealth (MOPW),  The Indian Equity market performance over the last three years has been quite impressive, led by stellar growth in corporate profits and robust inflows from Domestic Institutional Investors (DIIs). Notably, Foreign Institutional Investors (FIIs) have been net sellers over this time period and their ownership of Indian equities was at a decadal low prior to...
Journey to the East : Equity markets could witness positive net FII flows going forward - Motilal Oswal Private Wealth (MOPW)
Journey to the East : Equity markets could witness positive net FII flows going forward - Motilal Oswal Private Wealth (MOPW)
Source: Motilal Oswal Private Wealth
2024-07-25 10:37:46 am
India's Equity market outlook continues to remain positive : Motilal Oswal Private Wealth According to March 2024 Alpha Strategist report by Motilal Oswal Private Wealth, A review of 3QFY24 earnings suggests that the earnings revision trend in the broader market, excluding the Nifty50 companies, has been lacklustre. The margin tailwind from 4QFY24 onwards will be receding, necessitating a recovery in revenue growth to drive earnings ahead. Over the last 12 months ending Feb'24, the Mid & Small cap indices have significantly outperformed the Large Cap index (Nifty...
India's Equity market outlook continues to remain positive : Motilal Oswal Private Wealth
India's Equity market outlook continues to remain positive : Motilal Oswal Private Wealth
Source: Motilal Oswal Private Wealth
2024-03-21 10:41:00 am
Investment portfolio with 50% Equity: 50% Debt can generate meaningful wealth creation in the long term An analysis shows that on a pre-tax basis, the Equal Weighted Portfolio has the best risk-reward. However, the post-tax return from this combination may not be efficient going forward since the capital gains from all asset classes, except Indian Equity, would be taxed as short term capital gains.  A 50 per cent Equity: 50 per cent Debt portfolio has the potential to generate meaningful wealth creation in the long term, as demonstrated by the 12 per cent CAGR that this combination has ...
Investment portfolio with 50% Equity: 50% Debt can generate meaningful wealth creation in the long term
Investment portfolio with 50% Equity: 50% Debt can generate meaningful wealth creation in the long term
Source: IANS
2023-10-30 04:43:27 pm
An Investment Portfolio with 50% Equity: 50% Debt can generate meaningful wealth creation in the long term: Motilal Oswal Private Wealth Motilal Oswal Private Wealth has conducted a comprehensive analysis spanning over three decades from 1990 to 2023 (till end Sep’23), evaluating the risk-reward from various portfolio combinations. The underlying asset classes for this analysis include Indian Equity, US Equity, Long Maturity Debt, Short Maturity Debt and Gold, all in INR terms. The portfolio combinations include an Equal Weighted Portfolio across all the afore-mentioned asset classes, 25% Equity : 75% Debt, 50% Equi...
An Investment Portfolio with 50% Equity: 50% Debt can generate meaningful wealth creation in the long term: Motilal Oswal Private Wealth
An Investment Portfolio with 50% Equity: 50% Debt can generate meaningful wealth creation in the long term: Motilal Oswal Private Wealth
Source: Motilal Oswal Financial Services Ltd
2023-10-30 01:29:43 pm