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Motilal Oswal
  • There is ample empirical evidence indicating that equities outperform other asset classes over the long term. The BSE-Sensex has appreciated at an impressive compounded annual growth rate of 13.4% over the period, April 1991 to March 2013. Add to this the tax advantages, transactional ease, liquidity and the relatively low investment threshold compared to real estate or bullion, you would realise ..

  • Second successive quarter of sub-2% PAT growth MARKET: Indian equities end FY12 with a modest decline of 10% 4QFY12 PREVIEW: Another disappointing quarter; PAT up 6% YoY (1.6% ex SBI) FY14 ESTIMATES: Expect earnings CAGR of 14% over FY12-14 ECONOMY: Growth should be the focus of RBI/government TOP PICKS: ICICI Bank / SBI, Maruti / Tata Motors, Wipro / Infosys, Coal India, UltraTech / JP, Lupi..

  • Get on track please! 12-Jan-2012 | 15:22

    Assessing key trends in 2012 2011 has turned out to be at best a forgettable year for the Indian equity markets. India has been the worst performing markets globally with 25% negative returns; Given the sharp currency depreciation, performance in USD terms has been even worse at -37%, making India by-far the worst performing global market. Also, the Sensex returns in each quarter of 2011 have been..

    Tags : Economy,  Indian Equities,  GDP
  • From Broker to Financial Planner Brokerage stand-alone is not going to add more value. So more important is value addition. So please, upgrade your skills, don’t think of yourself as a broker or a discounted broker. 5 years down the line, there would be 50 lakh crores of savings every year. Right now its 20 lakh crores. Most of it goes into fixed income and small savings. What share of this wallet..

    Tags : Broking,  Business
  • The one thing that is constant is change. In business it’s very difficult to keep up with changes. And the pace at which things have changed is amazing. Be it products, service or technology, ‘change’ is the name of the game. So it’s upon us to capitalise on the changes around us. Accept them in the right way, and there is a definite benefit for you. I would like to share, the opportunities which ..

  • GDP growth of 8.9% in 2QFY11 is a resounding validation of the India growth story. India has effectively endured a global crisis and the worst drought in 30 years. It continues to be one of the fastest growing economies – its GDP is likely to grow at ~9% in FY11 and well into FY12. Growth should rise to double digits, on track with the higher growth trajectory of the last decade. In short, India i..

    Tags : Economy,  GDP
  • The Indian economy is no longer at the crossroads; rather, it is on the right path to sustainable growth. GDP growth of 8.9% in 2QFY11 is a resounding validation of the India growth story – it has effectively endured a global crisis and the worst drought in 30 years. India continues to be one of the fastest growing economies in the world – its GDP is likely to grow at ~9% in FY11 and well into FY1..

    Tags : Economy
  • India`s 2QFY11 GDP growth at 8.9% (MOSL 9%, Consensus 8.2%) signifies (1) economy operating close to potential, and (2) resounding validation of the India growth story. While agriculture and services expectedly turned up, industry also performed well. Most importantly private consumption is back and the government is only gradually withdrawing its fiscal support. We expect GDP to grow at ~9% in FY..

    Tags : Economy
  • Mobile Trading 06-Oct-2010 | 16:50

    The start of the internet age redefined ways of conducting financial transactions including broking. The last few years have seen online trading in India develop and grow into a mature business with products being developed continuously and volumes stabilize. Internet penetration is low in India with 45 mn internet users, while there are 127 mn mobile users capable of accessing data services throu..

  • FINANCIAL FREEDOM 16-Aug-2010 | 16:52

    There is a lot that independent India has achieved. From 1951 to date; our economy has grown from 21 billion dollars to 1.2 trillion dollars. That’s over 60 times in 60 years. From the 3-4% Hindu rate of growth in the pre-90s, India has transformed into one of the fastest growing economies in the world. What’s more; in the next 6-7 years this GDP will further double. The opportunity today is ..