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India Strategy Report
  • 1QFY21 interim earnings review

    Beat by AU, Federal, RBL, and SBI, while HDFC, ICICI, and Axis were in-line, Kotak was a marginal miss. Despite only a few NBFCs having reported results thus far, earnings have been above expectations..

  • India Strategy - Aug '20: The Eagle Eye

    Earnings season remains far more positive than expected earlier Highlighting key stocks, which have beaten expectations India flat (v/s EMs in July20) a laggard YTD IT and Healthcare major gainers in ..

Wealth Creation Study
  • Motilal Oswal 24th Annual Wealth Creation Study

    (Only IDBI Bank was left out as much of its market cap increase was by way of fresh equity infusion rather than The Mid-to-Mega Wealth Creators delivered average return CAGR of 37 % over 2014-19 v/s E..

  • Motilal Oswal 23rd Annual Wealth Creation Study

    The two key drivers of Intrinsic Value are Return on Equity (RoE) and Earnings growth Companies create Intrinsic Value only when they earn RoE higher than Cost of Equity Low  RoE  companies&..

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