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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Equity AUM rises for five successive years, net in..

15 Apr 2025

Equity AUM reaches INR32.3t, up 26% YoY in FY25
Net inflows double to INR4,760b in FY25

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MPC announces a 25bp rate cut to 6%

09 Apr 2025

MPC announces 25bp rate cut to 6% and changes stance to neut..
Inflation outlook improves, but growth is still recovering.

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Trump'ed and Tariff'ied'!

07 Apr 2025

Report on India Strategy for April 2021
Impact of tariff war on global economy and sectors

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India to witness better earnings growth than globa..

04 Apr 2025

India's market outperforms global markets in March 2025
India's macro likely to strengthen for FY26

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EAI monthly dashboard: Economic activity improves ..

03 Apr 2025

Economic activity improved slightly in Feb25
Real GVA growth expected at 6.0-6.5% in 4QFY25

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BULLS & BEARS (April 2025): India Valuations Handb..

02 Apr 2025

Market rebounds after five months of decline
Midcaps/smallcaps outperform with 7% gain in last 12 months

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Impact of reciprocal tariffs on India to be minima..

01 Apr 2025

India's trade surplus with the US is USD37b in CY24
India's top exports to the US include electronics, gems & j..

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Fishing for SMID Consumption picks

24 Mar 2025

Indian consumption sector faces challenges: muted wage growt..
Policymakers adjusting fiscal and monetary policies to boos..

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India's Quarterly Economic Outlook - 4QFY25

17 Mar 2025

India's real GDP growth forecast upgraded for FY25 to 6.2%.
Forecast for FY26/FY27 also upgraded to ~6.5% each.

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Equity AUM dips to a nine-month low; inflows ebb i..

13 Mar 2025

Equity AUM declines to a nine-month low in Feb25.
Private Banks weight rose to a 16-month high in Feb25.

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Feb'25 inflation eases, IIP improves in Jan..

12 Mar 2025

Inflation: CPI inflation at 66-month low of 3.6% YoY in Feb'..
Food inflation at 21-month low of 3.8% YoY in Feb'25

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Sharp market correction offers opportunities

11 Mar 2025

Indian equities in latter stages of correction
Market valuations have eased, especially in large-cap stock..

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Despite higher FY24 growth, structural trends rema..

10 Mar 2025

India's real GDP growth revised upwards for FY23 and FY24.
Fiscal deficit revised down due to higher nominal GDP.

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Market-caps shrink; valuations dip further

05 Mar 2025

Indian market weakens compared to peers in CY25YTD.
Gold outperforms global equities since Sep24 highs.

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EAI - Monthly Dashboard: Economic activity slowed ..

05 Mar 2025

Economic activity slowed in Jan25 according to ECOSCOPE The ..
Real GVA growth expected at 6.0 -6.2% in 4QFY25.

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Market slumps for the fifth straight month, the se..

03 Mar 2025

Indian market slumps for fifth consecutive month
Midcaps and smallcaps underperform, FII outflows continue

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Real GDP growth improves in 3QFY25

01 Mar 2025

Real GDP growth improved in 3QFY25, reaching 6.2%.
Private and government consumption witnessed improvement.

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Combined fiscal deficit at 56.5% of BEs in 9MFY25 ..

25 Feb 2025

Combined fiscal deficit at 56.5% of BEs in 9MFY25, highest i..
Fiscal spending up 9% YoY in 9M FY25 with lower capex

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Voice : Cautious commentary; India Inc. posts a th..

21 Feb 2025

Motilal Oswal Research offers quarterly report VOICES.
It covers post-results management commentary for 260 compan..

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Expect real GDP growth at ∼5.7% YoY in 3QFY2..

20 Feb 2025

Real GDP growth projections for 3QFY25 and 2HFY25 revised by..
RBI, Economic Survey, and market consensus differ in their ..

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Decoding consumption: Rural spending increases 5.7..

19 Feb 2025

Rural spending growth outpaces urban for the first time in 1..
Rural spending increased by 5.7% in 3QFY25, highest in nine..

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Earnings review - A modest 3QFY25; Earnings downgr..

16 Feb 2025

3QFY25 earnings show modest growth, but downgrade ratio is h..
Large-caps preferred over SMIDs due to expensive valuations..

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India's fiscal deficit likely to reach ∼..

13 Feb 2025

India's fiscal deficit likely to reach ~3.5% of GDP by FY31
Finance Minister aims for fiscal consolidation, targeting d..

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Jan'25 inflation eases, IIP weakens in Dec'..

12 Feb 2025

Inflation: Headline CPI inflation at 5-month low, 4.3% YoY i..
Food inflation down to 6% YoY in Jan'25, lowest in 5 months..

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Equity AUM moderates amid volatilities; down 4.7% ..

12 Feb 2025

Indian Mutual Fund Tracker for February 2025
Highlights equity AUM and inflows.

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Who stands to benefit from tax changes, and by how..

11 Feb 2025

The Government of India introduced a new optional tax regime..
The tax rates and income slabs were relaxed in the new regi..

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BJP wins Delhi after 27 years - sentiment positive..

08 Feb 2025

BJP wins Delhi state election with 48 out of 70 seats, a sig..
Middle-class voters' return to BJP due to urban infrastruct..

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Potential real GDP boost could be negligible due t..

07 Feb 2025

Union Budget 2025-26 highlights personal income tax reforms.
Tax cuts to benefit majority of individual taxpayers, cost ..

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MPC unanimously decides to cut repo rate by 25bp

07 Feb 2025

RBI's Monetary Policy Committee (MPC) cuts repo rate by 25bp
Further rate cuts dependent on domestic data and global sit..

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SMIDs' valuations have expanded materially

06 Feb 2025

Market performance, sectoral analysis, and budgetary reforms..
India and China underperform global equity markets in Jan25..

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EAI - Monthly Dashboard: Slowdown in economic acti..

05 Feb 2025

Economic activity slowed in Dec24

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Low base to push combined capex growth to 13.4% in..

04 Feb 2025

Budgeted capex growth at 13.4% in FY26BE, lower than pre-Cov..
Adjustments needed to understand true extent of GoI's capex

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Pain continues; India underperforms global markets

03 Feb 2025

Bulls & Bears Feb 2025 edition highlights premium and discou..
Nifty down 0.6% MoM, with FII outflows and DII inflows.

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Interim review: In line with modest expectations

01 Feb 2025

3QFY25 earnings review
Earnings growth in various sectors

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FY26 Union Budget: A precursor to long-term policy..

30 Jan 2025

FY26 Union Budget may uplift equity sentiments
First full-year budget signifies more than annual budget

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Silver set for a new rally!!!

30 Jan 2025

Silver set for new rally
Factors supporting silver and gold prices

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Budget 2025, Expectations for Gold and Silver!!!

30 Jan 2025

The report has a disclaimer at the end.
Budget25 expectations for gold and silver after interim bud..

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GLOBAL ECONOMY UPDATE - 4QCY24

27 Jan 2025

Presentation covers global economy, 40 nations, financial ma..
Data up to 4QCY24 and key projections for CY25 included.

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A few details regarding "Other Personal Loans&..

22 Jan 2025

Household debt in India has risen to 43.5% of GDP in 2QFY25
Scheduled Commercial Banks account for three-fourths of tot..

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Budget Preview: Spending growth likely to remain s..

19 Jan 2025

The Government of India will present its Budget 2025 -26 on ..
Expect fiscal deficit target at 4.5% of GDP in FY26.

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Indian economy in focus: Insights from experts at ..

15 Jan 2025

Delhi Macro Day organized by Motilal Oswal Financial Service..
Insights from five experts on Indian economy and upcoming p..

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Equity AUM rises for 11 successive years, net infl..

13 Jan 2025

Indian markets celebrate gains in CY24
Domestic MFs see 11th consecutive equity AUM rise

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Household net financial savings likely picked up i..

07 Jan 2025

Household net financial savings improved slightly to 5.3% of..
Gross financial savings increased to 11.6% of GDP in FY24

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India Strategy: A PAUSE for THOUGHT!

07 Jan 2025

BFSI and Defensives driving earnings growth
Resilient market performance in uncertain times

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Commodity Review 2024 Preview 2025

07 Jan 2025

Commodities market trends for 2025
Impact of Trump 2.0 monetary and fiscal policy

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India Strategy: Nifty 50 clocks nine consecutive y..

04 Jan 2025

US outperforms key equity indices in CY24
India remains a top five market of the decade

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Bulls & Bear: Nifty bids adieu to CY24 with 9% ret..

02 Jan 2025

Jan 2025 report on Bulls & Bears highlights premium and disc..
Nifty hits record high with 9% returns in CY24, DII flows s..

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EAI - Monthly Dashboard: Economic activity picked ..

02 Jan 2025

Economic activity picked up in Nov24
Real GDP growth expected at 5.5%-5.7% in 3QFY25

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India Strategy: On cloud 9 with a tinge of grey!

01 Jan 2025

Indian markets saw 9 years of positive returns
Challenges in CY24 included geopolitical and regulatory iss..

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India Strategy: Resilience fuels fundraising momen..

20 Dec 2024

Indian IPO market saw significant growth in CY24
IPO fundraising hit an all-time high of INR1.8t

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ECOSCOPE: India's Quarterly Economic Outlook -..

17 Dec 2024

India's real GDP growth outlook for 3QFY25 is 5.0-5.5%.
Forecast for headline retail inflation for FY25 is raised t..

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Motilal Oswal 29th Annual Wealth Creation Study

11 Dec 2024

29th Annual Wealth Creation Study highlights Blue Chips as a..
Bruised Blue Chips bought at lows offer handsome returns wi..

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Capex Tracker: Corporate investments grow very slo..

06 Dec 2024

Corporate investments weakened in 2QFY25
Government investments picked up in 2QFY25

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ECOSCOPE: RBI keeps repo rate unchanged; cuts CRR ..

06 Dec 2024

RBI keeps repo rate unchanged at 6.5% for the 11th consecuti..
CRR reduced by 50bp to 4% to ease potential liquidity stres..

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ECOSCOPE: EAI - Monthly Dashboard: Economic activi..

04 Dec 2024

Economic activity picked up in Oct24, but still weak
Real GDP expected at 5.7-6.0% in 3QFY25

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India Strategy: A view from the EAGLE'S EYE!

03 Dec 2024

US outperforms global equity indices in Nov24
Decline in midcaps and smallcaps during market correction

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Bulls & Bear: Markets remain volatile; DII inflows..

02 Dec 2024

BULLS & BEARS Dec 2024 covers India valuations, Nifty perfor..
FII outflows, strong DII inflows in second consecutive mont..

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ECOSCOPE: Real GDP growth misses estimates, lowest..

01 Dec 2024

Real GDP growth at 5.4% in 2QFY25, lowest in seven quarters
Slowdown led by lowest investments and sequential slowdown ..

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India Strategy: Consumption slowdown - Cyclical or..

28 Nov 2024

India's consumption slowdown: Cyclical or Structural?
Household spending growth likely to remain under stress.

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The Winners and Laggards!

27 Nov 2024

Corporate earnings moderated in 1HFY25 after solid 21% CAGR ..
Indian stock markets corrected 11 -12% from the top over Se..

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India Politics: NDA wins BIG in Maharashtra; INDIA..

24 Nov 2024

NDA's victory in Maharashtra and Jharkhand to boost market s..
Stability in governance and renewed focus on infrastructure..

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India Strategy: Earnings review - 2QFY25: An insip..

16 Nov 2024

Weak corporate earnings in 2QFY25, dragged by commodities.
BFSI led earnings growth, with PSU Banks and NBFCs.

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Decoding consumption: Rural spending increases 2.6..

13 Nov 2024

Rural spending increased by 2.6% in 2QFY25, led by agri and ..
Urban spending growth hit a six-quarter low at 5.1% YoY in ..

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Net equity inflows surge to all-time high, underpi..

13 Nov 2024

Net equity inflows reach all-time high with lower redemption..
Monthly SIP inflows exceed INR253b, hitting new peak

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Bullions: Possible Resurrection?

12 Nov 2024

Gold and silver have shown significant volatility in 2024.
Recent events like US election and Fed policy decisions hav..

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Oct'24 CPI inflation surges to 14-month high o..

12 Nov 2024

CPI inflation surged to a 14-month high of 6.2% in Oct24.
Food inflation reached a 48-month high of 10.8% in Oct24.

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General govt. capex contracts 12.7% in 1HFY25

11 Nov 2024

General government capex contracts by 12.7% in 1HFY25
High chances of govt. undershooting its FY25 capex target

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India Strategy: Embracing India's Magnitude

08 Nov 2024

Indian equity market has seen significant growth in market c..
The market has witnessed a broadening of the investible uni..

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India's personal income growth remains weak

06 Nov 2024

India's personal income growth remains weak
Real Private Final Consumption Expenditure (PFCE) grew only..

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Diwali se Diwali Tak

05 Nov 2024

Commodity markets witnessed a reversal from a sharp downturn..
Momentum was driven by interest rate cuts, economic policie..

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India Strategy: Broader market corrects sharply fr..

05 Nov 2024

World equity indices decline on Oct24; Taiwan and US outperf..
Nifty Midcap remains second-best performing index in the pa..

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Natural Gas: The Piercing Rise

05 Nov 2024

Natural gas prices rise due to cold weather forecast and hur..
Lower production and higher demand contribute to supply con..

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Bulls & Bear: Highest ever FII selling and slowdow..

04 Nov 2024

Nifty-50 corrects after reaching 26k in Sep24
FIIs outflows and DIIs inflows at record high in Oct24

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ECOSCOPE: EAI - Monthly Dashboard: Economic activi..

04 Nov 2024

Economic activity improved with 6.0-6.5% real GDP growth in ..
India's EAI-GVA growth rose to 6.4% YoY in Sep24.

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Copper at inflection point!!!

04 Nov 2024

Copper market at inflection point
Volatility driven by China's economic outlook and potential..

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Interim earnings review: 2QFY25 soft; In-line Ex C..

02 Nov 2024

2QFY25 interim earnings review in India
8% YoY decline in earnings growth, lowest in 17 quarters

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Election Analysis, Team Red or Blue

25 Oct 2024

2024 US economic scenario and forecasts
Fed's first cut since pandemic, sharp inflation decrease, I..

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GLOBAL ECONOMY UPDATE - 3QCY24

24 Oct 2024

Presentation covers global economy, 40 nations
Key themes: consumption, investments, inflation, debt, trad..

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Gilded Dreams this Diwali!!!

18 Oct 2024

Gold and silver have shown strong performance in 2024.
Factors driving the rally include rate cut expectations and..

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ECOSCOPE: Sep'24 CPI inflation inches up to ni..

14 Oct 2024

CPI inflation reached 9-month high at 5.5% in Sep24
Food inflation spiked to 9.3% in Sep24, highest in 56 month..

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Fund Folio: Equity AUM crosses ∼INR33t - ano..

11 Oct 2024

Equity AUM reaches INR33.8t, up 3.3% MoM
Net inflows moderate by 12.3% to INR364b in Sep24

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Ecoscope: The RBI keeps policy rate unchanged; sta..

09 Oct 2024

RBI keeps policy rate unchanged, changes stance to neutral
Potential rate cuts in the future

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Ecoscope: Why hasn't the wealth effect kicked ..

07 Oct 2024

The wealth effect has not materialized in India despite impr..
India's household financial net worth has improved post-pan..

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India Strategy: The Tug-of-War

05 Oct 2024

Corporate earnings driven by BFSI and Defensives
New highs fueled by DII and rising FII flows

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Bulls & Bear: Nifty continues its upward momentum,..

03 Oct 2024

Indian markets resilient and strong YTD, surpass 26k milesto..
Highest FII inflows since Jan24; DII inflows strong

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ECOSCOPE: Monsoon Diary: Southwest monsoon ends at..

01 Oct 2024

Southwest monsoon ended with 8% surplus rainfall
Kharif sowing increased by 1.5% YoY

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ECOSCOPE: Growing significance of stock market in ..

30 Sep 2024

Indian households have significant exposure to the stock mar..
The household sector directly owns 21.5% of India's listed ..

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Current account deficit widens to 1.1% of GDP in 1..

30 Sep 2024

India's Current Account Deficit (CAD) widened to 1.1% of GDP..
The widening of CAD is due to a rise in merchandise trade d..

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ECOSCOPE: Household financial net worth at a new p..

26 Sep 2024

Household financial net worth at a new peak in 1QFY25
Despite record high debt-to-GDP ratio, HH financial net wor..

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Fed on the Loose!!!

19 Sep 2024

Gold and Silver have marked significant gains this year.
Factors supporting the rally include geopolitical tensions ..

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Ecoscope: India's Quarterly Economic Outlook -..

18 Sep 2024

India's real GDP growth to slow to 6% in FY25.
Headline retail inflation to average ~4.5% YoY in FY25.

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ECOSCOPE: Aug'24 CPI inflation inched up to 3...

12 Sep 2024

Nikhil Gupta and Tanisha Ladha's research is available on va..
CPI inflation inched up to 3.7% in Aug24.

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Fund Folio: Equity AUM continues to scale new high..

12 Sep 2024

Indian Mutual Fund Tracker for Sep 2024
Provides insights on equity AUM, Nifty performance, and fun..

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ECOSCOPE: Commendable improvement in the methodolo..

05 Sep 2024

SEBI published a working paper on household savings in secu..

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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..

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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..

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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.

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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..

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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 ..

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Riding the Golden Wave!!!

26 Aug 2024

Gold experienced ~15% YTD gains in 2024
Ambiguity over Fed interest rate cuts keeping investors on ..

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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..

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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.

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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 ..

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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..

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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.

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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

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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..

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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..

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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.

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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..

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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

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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..

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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

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GLOBAL ECONOMY UPDATE - 2QCY24

01 Aug 2024

Update covers global economy overview of 40 nations
Key themes include consumption, investments, inflation, deb..

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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%..

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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..

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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.

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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.

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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 ..

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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

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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

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Dr Copper Injecting the Next Rally

03 Jul 2024

MCX Copper on daily chart breaks downward sloping channel
Indicates change in trend towards upside

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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..

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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..

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Bulls on Barrel

02 Jul 2024

Crude oil prices rallied 14% in the last month.
Expected increase in demand is fueling up prices.

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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..

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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..

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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..

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India Strategy: Indian PSUs - Back with a vengeanc..

19 Jun 2024

Indian PSUs show strong performance in FY24
PSU index surges 113% since Dec22

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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..

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US-Saudi Petrodollar Deal!!!

14 Jun 2024

US-Saudi petrodollar deal established in the 1970s
Saudi oil priced exclusively in US dollars

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US-Saudi Petrodollar Deal!!!

14 Jun 2024

US-Saudi petrodollar deal established in the 1970s
Saudi oil priced exclusively in US dollars

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ECOSCOPE: May CPI inflation at 12-month low of 4.7..

12 Jun 2024

May CPI inflation at 12-month low of 4.7%

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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

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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..

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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

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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%..

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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, ..

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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..

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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..

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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.

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Bulls & Bear: Nifty scales a new peak; robust DII ..

03 Jun 2024

Nifty hits record high in May24
DII inflows strong, FIIs see outflows

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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 ..

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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..

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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

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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..

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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..

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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..

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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..

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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

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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

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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..

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India Strategy: Interim review - In line; BFSI and..

06 May 2024

4QFY24 interim review of earnings season
Performance of MOFSL Universe and Nifty companies

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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.

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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..

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Bulls & Bear: Gathering momentum; midcaps/smallcap..

02 May 2024

Nifty gains 1.2% on Apr24
DII inflows strong, FII outflows

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