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India Strategy Report
  • Corporate profit to GDP: Analyzing growth across cycles
    24-Jan-2019

    India's corporate profit to GDP ratio dropped from 7.8 % to 3 % over 2008-18. For the Nifty-500 universe, the ratio has declined from 5.5 % to 2.8 % - a-15 year low- over the same period. Earnings hav..

  • Contrarian Investing - Quarterly Update
    16-Jan-2019

    Our thematic strategy note on Contrarian Investing -published in June'17- provides a detailed account of the subject matter. In this note, we have reviewed the performance of our strategies, presentin..

Wealth Creation Study
  • Motilal Oswal 23rd Annual Wealth Creation Study
    01-Nov-2018

    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&..

  • 22nd Annual Wealth Creation Study (2012-2017)
    08-Dec-2017

    Biggest Wealth Creator: TCS has emerged as the biggest Wealth Creator for the period 2012-17, retaining the top spot it held in the previous four study periods (2011-16, 2010-15, 2009-14 and 2008-13) ..

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