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India Strategy Report
  • India Strategy: Crude turning from a headwind to a tailwind

    Brent crude oil prices have corrected by 30 % since Oct'18, while the INR has bounced back from the lows of INR74 per dollar to ∼INR71.6 now.  Petrol and diesel prices per liter have also c..

  • Earnings Season: Outlook getting better

    India Inc has ended the last leg of its earnings season for the quarter ended June 2018. Although some interesting trends were observed during the course of the earning-report season, we note that the..

Wealth Creation Study
  • Motilal Oswal 23rd Annual Wealth Creation Study

    The two key drivers of Intrinsic Value are Return on Equity (RoE) and Earnings growth Companies create Intrinsic Value only when they earn RoE higher than Cost of Equity Low  RoE  companies&..

  • 22nd Annual Wealth Creation Study (2012-2017)

    Biggest Wealth Creator: TCS has emerged as the biggest Wealth Creator for the period 2012-17, retaining the top spot it held in the previous four study periods (2011-16, 2010-15, 2009-14 and 2008-13) ..

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