Misc Report
Misc Report
For additional reading to understand the markets better, you can browse through India Strategy Reports, EcoScope, and Currency and Commodity Insight Reports.
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ECOSCOPE: Commendable improvement in the methodolo..
05 Sep 2024
- SEBI published a working paper on household savings in secu..
India Strategy: Indian market at an all-time high,..
04 Sep 2024
- Indian market hits all-time high, underperforms global marke..
- Nifty Midcap index outperforms key global indices in last 1..
ECOSCOPE: EAI - Monthly Dashboard: Economic activi..
04 Sep 2024
- Economic activity weakened in Jul24 with real GVA/GDP growth..
- India's EAI-GVA growth decelerated to a 21-month low of 5.7..
Bulls & Bear: Nifty scales a new peak and closes a..
03 Sep 2024
- BULLS & BEARS: Indian market valuations insights in Sep 2024..
- Nifty: Closes above 25k for 3rd consecutive month in Aug24.
ECOSCOPE: Real GDP growth weakest in five quarters
30 Aug 2024
- Real GDP growth at 6.7% in 1QFY25, weakest in five quarters.
- Private consumption growth bounces back, witnessing a sharp..
Ecoscope: Morning India: L&T Technology: LTTS 3.0:..
27 Aug 2024
- Combined fiscal deficit at 9.1% of BEs in 1QFY25.
- States' total receipts grew at a 14-quarter lowest rate of ..
Riding the Golden Wave!!!
26 Aug 2024
- Gold experienced ~15% YTD gains in 2024
- Ambiguity over Fed interest rate cuts keeping investors on ..
Voices: Domestic cyclicals ignite resilience; OMCs..
22 Aug 2024
- Motilal Oswal Research offers quarterly product VOICES with ..
- It covers 230 companies and provides links to earnings call..
Ecoscope : Are household finances in India a sign ..
19 Aug 2024
- Household finances in India show unfavorable recent trends.
- Personal disposable income growth lags behind GDP growth.
India Strategy: Earnings review - 1QFY25: A muted ..
17 Aug 2024
- 1QFY25 corporate earnings driven by domestic cyclicals
- Healthcare, Real Estate, Capital Goods, and Metals sectors ..
Ecoscope: Household financial net worth at 97.2% o..
16 Aug 2024
- Household financial net worth at 97.2% of GDP in FY23
- Indian household gross financial assets at 135.0% of GDP in..
Fund Folio: Equity AUM at ∼INR32t - another ..
13 Aug 2024
- Equity AUM reaches INR32t, Nifty at 25k, up 3.9% MoM.
- FIIs buy USD3.3b, DIIs inflow at USD2.8b in Jul24.
Ecoscope : Jul'24 CPI inflation eases to 59-mo..
12 Aug 2024
- CPI inflation eases to 59-month low of 3.5%
- Food inflation falls to 13-month low
India Strategy: CyclicalsNifty-50 P/E dissection: ..
12 Aug 2024
- India's premium valuations due to strong political setup, GD..
- Re-rating and composition changes in sectors driving increm..
Ecoscope: RBI keeps policy rate unchanged; FY25 gr..
08 Aug 2024
- RBI keeps policy rate unchanged at 6.5% for FY25
- MPC maintains stance of "withdrawal of accommodation" to al..
Ecoscope: Decoding consumption: Rural spending dec..
07 Aug 2024
- Rural spending declined for the third consecutive quarter in..
- Urban spending growth hit a five-quarter low in 1QFY25.
ECOSCOPE: EAI - Monthly Dashboard: Economic activi..
05 Aug 2024
- Economic activity accelerates with 6.5-7.0% real GDP growth ..
- India's EAI-GVA grew at a three-month high rate of 7.4% YoY..
India Strategy: India outperforms key global marke..
05 Aug 2024
- India's strong performance compared to global markets
- Nifty Midcaps close to Nasdaq's performance in 10 years
India Strategy: Interim earnings review - 1QFY25 i..
02 Aug 2024
- Interim review of 1QFY25 earnings season
- 163 companies in MOFSL Universe and Nifty announced results..
Bulls & Bear: Nifty scales a new peak; FIIs witnes..
02 Aug 2024
- August 2024 market trends and sector performance
- India's strong global market cap performance
GLOBAL ECONOMY UPDATE - 2QCY24
01 Aug 2024
- Update covers global economy overview of 40 nations
- Key themes include consumption, investments, inflation, deb..
Ecoscope: Decoding the capex budget!
25 Jul 2024
- The Government of India's priority is long-term macroeconomi..
- The total capital spending is budgeted to increase by 17.1%..
Budget 2024, Expectations for Gold and Silver!!!
22 Jul 2024
- India's Finance Minister to present 7th consecutive Union Bu..
- Expectations for changes in customs duty structure for Gold..
Fund Folio: Equity AUM scales a new high of ∼..
13 Jul 2024
- Equity AUM reaches INR30.2t, Nifty touches 24,174 in Jun24.
- FIIs buy USD3.1b, DIIs record inflows of USD3.4b in Jun24.
ECOSCOPE: May CPI inflation at 4-month high of 5.1..
12 Jul 2024
- Headline CPI inflation increased to a four-month high of 5.1..
- Food inflation hit a 10-month high of 9.3% YoY in Jun'24.
ECOSCOPE: Public sector capex back to the pre-Covi..
09 Jul 2024
- Public sector capex has surged to pre-Covid levels in FY24P ..
- Central government's capex has increased rapidly, reaching ..
India Strategy: FY25 to be the year of healthy but..
06 Jul 2024
- Indian markets show strong growth with retail participation
- Earnings growth expected in BFSI and Auto sectors
ECOSCOPE: Combined fiscal deficit at 8.7% of GDP i..
04 Jul 2024
- Combined fiscal deficit at 8.7% of GDP in FY24
- Government investments surpass 5% of GDP for the first time
Dr Copper Injecting the Next Rally
03 Jul 2024
- MCX Copper on daily chart breaks downward sloping channel
- Indicates change in trend towards upside
ECOSCOPE: EAI - Monthly Dashboard: Economic activi..
03 Jul 2024
- Economic activity weakened in Apr-May24
- Preliminary estimates indicate India's EAI-GVA grew at a 19..
Bulls & Bear: Market makes a smart comeback; close..
02 Jul 2024
- Sectors trading at a premium: Infrastructure, Real Estate, C..
- Major economies like Taiwan, India, Korea ended higher in J..
Bulls on Barrel
02 Jul 2024
- Crude oil prices rallied 14% in the last month.
- Expected increase in demand is fueling up prices.
Can NDA-II repeat the performance of NDA-I?
28 Jun 2024
- NDA-II has retained power with a narrower majority than expe..
- The economic performance during NDA-I was weaker at the tur..
ECOSCOPE: India's Quarterly Economic Outlook -..
26 Jun 2024
- India's real GDP grew 7.8% YoY in 4QFY24, with full-year gro..
- Real GVA/GDP growth expected to moderate to 6.0%/6.5% in FY..
ECOSCOPE: Budget 2025 Preview: Spending growth lik..
24 Jun 2024
- The BJP-led NDA has retained power with a narrower majority ..
- The note provides a comparison of fiscal performance of Uni..
India Strategy: Indian PSUs - Back with a vengeanc..
19 Jun 2024
- Indian PSUs show strong performance in FY24
- PSU index surges 113% since Dec22
Feds Rate Roulette!!!
14 Jun 2024
- Gold and silver prices have surged this year, reaching all-t..
- Factors contributing to this trend include geopolitical ten..
US-Saudi Petrodollar Deal!!!
14 Jun 2024
- US-Saudi petrodollar deal established in the 1970s
- Saudi oil priced exclusively in US dollars
US-Saudi Petrodollar Deal!!!
14 Jun 2024
- US-Saudi petrodollar deal established in the 1970s
- Saudi oil priced exclusively in US dollars
ECOSCOPE: May CPI inflation at 12-month low of 4.7..
12 Jun 2024
- May CPI inflation at 12-month low of 4.7%
Fund Folio: Equity inflows accelerate amid volatil..
12 Jun 2024
- Mutual fund industry's AUM increased by 2.9% MoM to INR58.9t
- Equity AUM for domestic MFs rose by 2.7% MoM to INR27.7t
HHNFS likely picked up to 5.7% of GDP in FY24
12 Jun 2024
- Household net financial savings (HHNFS) likely picked up to ..
- Household debt may have risen to a new high of 41% of GDP i..
India Strategy: Corporate profit to GDP - Rebounds..
10 Jun 2024
- Corporate profit to GDP ratio at 15-year high in 2024
- Nifty-500 PAT grows 30% YoY in FY24
ECOSCOPE: Capex Tracker: Corporate investments gro..
06 Jun 2024
- Real investments in India grew faster than consumption for t..
- Government investments (Center + states) moderated to 12.0%..
Voices: Broader markets' contributions continu..
06 Jun 2024
- "VOICES" from Motilal Oswal Research provides post results e..
- The report covers sectors like automobiles, capital goods, ..
India Strategy: The US outperforms key global mark..
05 Jun 2024
- Indian equity markets show decade-long broad-based gains
- Real GDP growth surpasses expectations, exceeding estimates..
ECOSCOPE: EAI - Monthly Dashboard: EAI-GVA deceler..
04 Jun 2024
- India's EAI-GVA growth decelerated to an 18-month low of 6.3..
- EAI-GDP grew at a seven-month high rate of 5.5% YoY in Apr2..
India Politics: A surprise verdict…but with mand..
04 Jun 2024
- BJP-led NDA wins 2024 Lok Sabha elections with a full majori..
- BJP falls short of the majority mark, winning 241 seats.
Bulls & Bear: Nifty scales a new peak; robust DII ..
03 Jun 2024
- Nifty hits record high in May24
- DII inflows strong, FIIs see outflows
India Strategy: Earnings review - 4QFY24: A broad-..
02 Jun 2024
- 4QFY24 India Strategy review highlights BSE Sensex and Nifty..
- Corporate earnings in 4QFY24 exceeded expectations, driven ..
India Strategy: Exit polls predict Modi 3.0!
02 Jun 2024
- Exit polls predict Modi 3.0 with a landslide two-thirds majo..
- NDA forecasted to win ~370 seats, BJP alone expected to win..
Real GDP growth beats all estimates
31 May 2024
- Real GDP growth beats estimates at 7.8% in 4QFY24
- FY24 real GDP growth at 8.2%, highest since FY17
ECOSCOPE: A primer of Household finances in India
23 May 2024
- Household sector contributes 70% to GDP growth in the econom..
- Inadequate data and research on household finances in India..
The China Story!!!
21 May 2024
- China's cautious approach led to nearly three years of lockd..
- Economic challenges led to slowdowns in manufacturing and r..
Election Option Strategy Report
14 May 2024
- Nifty index trading range 21700 to 22800 for 13 weeks.
- India VIX rose from 10 to 21 in 3 weeks, causing market vol..
ECOSCOPE: Decoding consumption: Rural spending con..
14 May 2024
- Rural consumption spending declined for the third consecutiv..
- Rural spending contracted 1.3% YoY in FY24, marking its wor..
ECOSCOPE: Inflation remains steady at 4.8% in Apr&..
13 May 2024
- Headline CPI inflation steady at 4.8% in Apr24
- Food inflation at a 4-month high of 8.7% YoY in Apr24
Fund Folio: Equity AUM scales a new high of ∼..
13 May 2024
- Mutual fund industry's AUM increased by 7.2% MoM to INR57.3t
- Equity AUM reached a new high of ~INR27t
Way ahead for Gold, Akha Teej 2024!!!
07 May 2024
- Gold and Silver have seen a 15% increase in the first quarte..
- Factors triggering volatility in the bullion market include..
India Strategy: Interim review - In line; BFSI and..
06 May 2024
- 4QFY24 interim review of earnings season
- Performance of MOFSL Universe and Nifty companies
ECOSCOPE: EAI - Monthly Dashboard: FY24 ended on a..
05 May 2024
- India's EAI-GVA and EAI-GDP growth stable in Mar24.
- High frequency indicators show mixed growth in Apr24.
India Strategy: Indian markets hit an all-time hig..
03 May 2024
- Indian markets outperform other emerging markets in the last..
- Mid and Smallcaps rebound and outperform the benchmark sign..
Bulls & Bear: Gathering momentum; midcaps/smallcap..
02 May 2024
- Nifty gains 1.2% on Apr24
- DII inflows strong, FII outflows
Will corporate capex pick up after elections?
30 Apr 2024
- Corporate capex in FY23 was 14.8% of GDP, better than its tw..
- Indias current account deficit (CAD) is not widening due to..
Fed, Interest Rate and way ahead!!!
26 Apr 2024
- Fed interest rates plateau at 5%
- Inflation has sharply receded from 2022 highs
A one-stop guide to the key macro/financial indica..
24 Apr 2024
- Report covers global economy overview and key indicators for..
- It provides insights on GDP growth, debt, inflation, and fi..
ECOSCOPE: Debt Dossier: India's debt growth st..
22 Apr 2024
- Indias non-financial sector (NFS) debt grew 12.6% YoY in 3QF..
- Household debt estimated at a new high in the quarter.
Central Banks Bolstering Gold Reserves!!!
16 Apr 2024
- Central banks are increasing their gold reserves for various..
- Gold has shown a CAGR return of more than 10% in the last 5..
India Strategy-Politics: BJP's 2024 manifesto ..
15 Apr 2024
- BJP's 2024 manifesto promises policy continuity and focuses ..
- The manifesto aims to make India the world's third-largest ..
Fund Folio: Equity AUM jumps 52% YoY in FY24; net ..
14 Apr 2024
- Mutual funds showed net buying in majority of Nifty-50 and N..
- HDFC Life, ITC, TCS, Eicher Motors, and JSW Steel had the h..
ECOSCOPE: Inflation at 10-month low, industrial ou..
12 Apr 2024
- CPI inflation in March 2024 was at a 10-month low of
India Strategy: Indian market ends with modest gai..
07 Apr 2024
- Indian market ends with minor gains in Mar24
- MSCI India outperforms global markets in the last one year
India Strategy: INDIA: BIG, BOLD, AND BLAZING!
07 Apr 2024
- BFSI and Auto sectors to lead earnings growth in 4QFY24
- Healthcare and Cement sectors to show improved earnings
ECOSCOPE: India Strategy: Indian market ends with ..
04 Apr 2024
- India's EAI-GVA growth decelerated to 7.5% YoY in Feb24, but..
- Growth in the services sector slowed, while the industrial ..
Bulls & Bear: Nifty scales a new peak; highest DII..
02 Apr 2024
- Sectors trading at a premium: Private Banks, Capital Goods, ..
- Sectors trading at a discount: Metals, Real Estate, Technol..
Fed rate cut around the corner!!!
21 Mar 2024
- The Fed hints at rate cuts after keeping rates unchanged for..
- Rates were raised steeply in 2022-23, now stable price rise..
ECOSCOPE: HHNFS likely unchanged at ∼5% of G..
19 Mar 2024
- Household net financial savings (HHNFS) stood at a 47-year l..
- HHGFS was stable at 11% of GDP in FY23, but lower HHNFS was..
ECOSCOPE: India's Quarterly Economic Outlook -..
14 Mar 2024
- India's real GDP growth for 3QFY24 exceeded expectations at ..
- Growth forecasts for real GVA/GDP have been upgraded for FY..
Fund Folio: Equity AUM achieves another milestone ..
12 Mar 2024
- Mutual fund industry's assets under management (AUM) increas..
- Domestic mutual funds reach a new high of INR25.3 trillion ..
Ecoscope: Inflation in line; industrial output sli..
12 Mar 2024
- CPI inflation in Feb24 was in line with expectations at 5.1%..
- Food inflation increased to 8.6% YoY, driven by vegetable a..
ECOSCOPE: Capex Tracker: Corporate investments gro..
06 Mar 2024
- Real investments in India grew faster than consumption for t..
- Government investments (center + states) grew strongly, wit..
Bulls & Bear: Gaining momentum; largecaps outperfo..
05 Mar 2024
- Infrastructure, Real Estate, Speciality Chemicals, Banks PSU..
- Capital Goods, Oil & Gas, Healthcare, Cement, Consumer, Met..
ECOSCOPE: EAI - Monthly Dashboard: Economic activi..
05 Mar 2024
- India's EAI-GVA growth reached a 3-month high of 8.2% YoY in..
- EAI-GDP grew at a four-month high rate of 3.1% YoY in Jan24..
India Strategy: Indian market ends with marginal g..
04 Mar 2024
- Indian market ends with marginal gains in Feb24; China outpe..
- India continues to beat emerging markets in terms of perfor..
ECOSCOPE: Real GDP growth crosses 8% for the third..
29 Feb 2024
- Real GDP growth in 3QFY24 was higher than expected at 8.4%.
- The growth was driven by investments, while private consump..
India Strategy: Nifty 500: 3QFY24 earnings review
22 Feb 2024
- Nifty 500 companies reported strong earnings growth of 25% Y..
- BFSI and Auto sectors drove the earnings growth, with 22% a..
Ecoscope: Combined fiscal deficit at 55.5% of BEs ..
21 Feb 2024
- Combined fiscal deficit at 55.5% of BEs in 9MFY24
- Government investments rise 35.5% YoY during the period
Voices: Domestic cyclicals propel growth; earnings..
21 Feb 2024
- Automobile companies expect demand headwinds in domestic and..
- Volume growth projected to be 4-6% YoY, with 2Ws and SUVs o..
Ecoscope: Decoding consumption: Rural spending dec..
19 Feb 2024
- Rural spending declined for the second successive quarter in..
- Rural spending contracted 1.9% YoY in 3QFY24, led by a shar..
Fund Folio :Net equity inflows pick up underpinned..
14 Feb 2024
- 1. Total AUM of MF industry reached INR52.7t in Jan24, up 3...
Pre-poll surveys predict Modi 3.0
13 Feb 2024
- Pre-poll surveys predict a comfortable majority for the BJP ..
- India Today predicts the BJP-led NDA to win 335 seats, whil..
ECOSCOPE: Inflation in line; industrial output abo..
12 Feb 2024
- Headline CPI inflation in Jan24 at a three-month low of 5.1%..
- Food inflation at 8.3% YoY in Jan24, mainly driven by veget..
ECOSCOPE: RBI keeps policy rate unchanged; Inflati..
08 Feb 2024
- The RBI keeps policy rate unchanged at 6.5% and retains its ..
- Inflation is still above the 4% target, with CPI projected ..
Ecoscope: EAI - Monthly Dashboard: Economic activi..
07 Feb 2024
- India's EAI-GVA growth weakened to a 14-month low in Dec23.
- Farm sector growth was the slowest in 53 months, while non-..
Indian market ends flat in Jan'24; weakness in..
06 Feb 2024
- Indian market ends flat in Jan24; weakness in China continue..
- MSCI India outperforms world markets in the last one year
ECOSCOPE: Decoding India's capex budget!
05 Feb 2024
- The Government of India (GoI) has prioritized long-term macr..
- The GoI has increased its total capital spending by 16.9% Y..
Bulls & Bear: CY24 begins on a cautious note; corp..
03 Feb 2024
- Sectors trading at a premium: Infrastructure, Real Estate, S..
- Sectors trading at a discount: Logistics, Cement, Healthcar..
Feds Guidance to Guide Gold
31 Jan 2024
- Interest rates have seen a sharp pace in the past few years.
- The U.S. economy is defying predictions of a recession.
Global Economy Update : A one-stop guide to the ke..
30 Jan 2024
- Motilal Oswal provides a comprehensive overview of the globa..
- Global equity markets are at all-time highs in early 2024.
ECOSCOPE: India's debt growth stable in 2QFY24
18 Jan 2024
- India's non-financial sector (NFS) debt grew 13.1% YoY in 2Q..
- Household debt spiked 19.7% YoY in 2QFY24, marking the high..
UK Still Not Out of The Woods
15 Jan 2024
- Pound has been a top-performing currency, up 5% in 2023.
- UK economy facing challenges from higher inflation and cost..
ECOSCOPE: Short-term impact of General Elections o..
10 Jan 2024
- General elections in India have wide-ranging consequences fo..
- The short-term impact of general elections on financial mar..
India Strategy: Domestic Cyclicals to drive earnin..
07 Jan 2024
- BFSI and Auto sectors to drive earnings growth in 3QFY24
- Indian markets at all-time highs with strong institutional ..
ECOSCOPE: EAI - Monthly Dashboard: Economic activi..
04 Jan 2024
- India's Economic Activity Index (EAI) for GVA weakened in No..
- EAI-GVA growth decelerated to a 5-month low of 7.1% YoY in ..
India Strategy: Most of the major global markets e..
03 Jan 2024
- Global markets had mixed performance in Dec23, with Brazil l..
- India outperformed other emerging markets in CY23.
Bulls & Bear: Nifty scales new peak, clocks second..
02 Jan 2024
- Nifty at record high with 20% returns in CY23.
- FIIs net buyers for 2nd consecutive month in Dec23.
India Strategy: Getting in the Groove!!!!
31 Dec 2023
- The Indian markets have remained resilient and strong despit..
- The Nifty-50 has seen eight consecutive years of positive r..
New Year Outlook & Top Picks : 2024
30 Dec 2023
- Domestic equity markets expected to end 2023 on a positive n..
- Interest rates globally have peaked, with potential rate cu..
ECOSCOPE: Capex Tracker: Corporate investments gro..
26 Dec 2023
- Real investments in India grew faster than consumption in 2Q..
- Government investments (center + states) grew significantly..
ECOSCOPE: India's Quarterly Economic Outlook -..
21 Dec 2023
- India's real GDP growth forecast raised to 6.7% for FY24 and..
- CPI inflation projected to be around 4% in 2QFY25, but expe..
ECOSCOPE: Role of the Unlisted corporate sector in..
18 Dec 2023
- India's equity market is at an all-time high, but no disconn..
- Unlisted sector in India is bigger than listed sector in te..
Motilal Oswal 28th Annual Wealth Creation Study
15 Dec 2023
- Economic Profit is a superior metric to Accounting Profit fo..
- TEM (Trend, Endowment, and Moves) is a sound strategy for c..
ECOSCOPE: Retail inflation lower than expected, in..
12 Dec 2023
- Retail inflation in Nov23 lower than expected, mainly due to..
- Food inflation increased sharply to 8.7% YoY, led by higher..
Fed not done yet
12 Dec 2023
- Dollar index fell due to easing tensions and Fed rate cut ex..
- US treasuries retraced, indicating Fed's rate hike campaign..
ECOSCOPE: RBI keeps policy interest rates unchange..
08 Dec 2023
- The RBI kept the policy interest rates unchanged at 6.5% in ..
- The MPC decided to focus on the withdrawal of accommodation..
India Strategy: Most global markets rally in Nov&#..
05 Dec 2023
- Global markets rally in Nov23, led by Brazil and lagged by C..
- MSCI India outperforms since Jan22, global markets recover ..
ECOSCOPE: EAI - Monthly Dashboard: Economic activi..
05 Dec 2023
- India's EAI for GVA grew at a 14-month high of 9.2% YoY in O..
- Industrial and services sectors drove the growth, while the..
India Politics: BJP's strong show to reinforce..
03 Dec 2023
- BJP has won comfortably in three out of four states in the 2..
- BJP has retained Madhya Pradesh and regained Rajasthan and ..
ECOSCOPE: Real GDP growth much better than expecte..
30 Nov 2023
- India's real GDP grew 7.6% YoY in 2QFY24, surpassing expecta..
- The growth was driven by robust fiscal spending and investm..
Ecoscope: Expect the RBI to continue with stricter..
27 Nov 2023
- The Reserve Bank of India (RBI) has taken action to curb the..
- The RBI has issued a directive to Bajaj Finance to cease sa..
A brighter Diwali for Gold!
03 Nov 2023
- Gold and silver prices have seen significant fluctuations th..
- Central bank policies and geopolitical uncertainties have b..
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