India Strategy For December, Top Idea Picks For Large, Mid, SmallCap Stocks: Motilal Oswal

Most global markets rally in Nov-23; Brazil leads, China remains a laggard in CY23YTD

Financial chart. (Source: freepik)

BQ Prime’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BQ Prime’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Motilal Oswal Report

The key highlights of our December 2023 edition of 'The Eagle Eye' are as follows:

  1. Most global markets rally in November 2023; Brazil leads, China remains a laggard in CY23 year-to-date;

  2. Market volatility for India and U.S. near three-year lows;

  3. Broad-based rally seen during the month; real estate and healthcare among top gainers;

  4. The 10-year yield spread between India and the U.S. at a 15-year low; 

  5. Foreign institutional investors flows turn positive after three months, domestic institutional investor flows remain buoyant; 

  6. key commodity costs at a two-year low, would continue to benefit corporate margins.

Click on the attachment to read the full report:

Motilal Oswal India Chartbook for December.pdf
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Also Read: Stars Aligning For A Bull Market – Stock Picking To Get Challenging As All Boats May Rise: ICICI Securities

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This report is authored by an external party. BQ Prime does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BQ Prime.

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