Posts Tagged ‘best diwali picks’

Top Diwali Picks for Samvat 2071 – Motilal Oswal

Top Diwali Picks for Samvat 2071 – Motilal Oswal

Samvat 2070 was a good year for Indian equities with bulls back to the fore. A change of guard at the Centre with a thumping majority for Mr. Modi saw the investors rerate equities. Despite the stability in the Rupee, exporters (IT and Pharma) outperformed; while Metal, PSUs, and Infrastructure true underperformed. Opportunities:- Return of the 15-20% Sensex EPS growth period Lower commodity prices and lower inflation Concerns:- Slowdown of the global economy (especially EU & China) USD as a […]