Non-IT demand to partially compensate for the slowdown in tech
Maintain Neutral on Valuations
* INFOE delivered a strong revenue growth in 2QFY23, with a standalone..
Margin under pressure; near-term outlook cautious
Challenges continue for VSF; OPM in the Chemical segment fell 7pp QoQ
* GRASIM faced margin pressures in key busin..
Profitability surges; APE and VNB trajectory on a strong footing
Gradual diversification in the product and channel mix underway
* LICI reported a strong financial ..
Price erosion in the US and higher OPEX impacts earning
US outlook an area of worry; downgrade the stock to Neutral
* ARBP delivered a 2QYF23 earnings miss, led by ..
Daily market commentary 29 November 2022 by Mr. Siddhartha Khemka, Head - Retail Research, Motilal Oswal Financial Services Ltd.
Domestic equities have showe..
Below Commentary On Gold By Mr. Navneet Damani, Senior VP – Commodities Research, Motilal Oswal Financial Services
“Gold fell to lowest level in more ..
The curious case of fiscal investments
Higher central government capex a reflection of lower CPSE capex
* Central government’s capex has surged notably over t..
Focus on newer areas to drive growth
We attended CYL’s investor day, where the management said its focus is on five growth pillars to accelerate towards the five..
Focus on comprehensive growth through synergies
Market share gains, product launches, and exports to be the key focus areas
Escorts Kubota (ESCORTS) hosted the inve..
Growth engine intact; widening moats over peers
Hindustan Unilever (HUVR)’s Annual Investor Meet once again underlined the moats the company has and the remarkab..
Daily market commentary 28 November 2022 by Mr. Siddhartha Khemka, Head - Retail Research, Motilal Oswal Financial Services Ltd.
Domestic equities started th..
Below is Perspective on Nifty touched all time high by Mr. Ajay Menon, MD & CEO, Broking & Distribution, Motilal Oswal Financial Services Ltd.
India’s RBI likely sold dollars, received forwards to stem rupee’s drop - traders
Euro testing support as Ukraine crisis looms over growth
India rupee sees worst week in seven on new variant
Indian rupee weakens against US dollar on Monday
Currency Squeeze: Rupee expected to weaken further
Instant Expert View: India's second-quarter GDP growth slows to 6.3% on higher prices
World stocks upbeat on hopes for China re-opening, inflation peaking
Logitech launches new webcams, headphones in India
India v New Zealand, 3rd ODI: Felt that we bowled a bit on the shorter side, says Shikhar Dhawan
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