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GAUTAM DUGGAD
Midcaps offer attractive opportunities amid volatility: Gautam DuggadIndian companies are reporting strong earnings growth. Metals and oil & gas sectors are leading the charge. Even excluding these, growth re...
Muted crude, surging cement: Gautam Duggad on what’s really driving India Inc’s Q2 profit boomMotilal Oswal’s Gautam Duggad says Q2 earnings mark a turning point as upgrades return after five quarters of downgrades. He warns oil & ga...
Profit pools are shifting; Motilal Oswal’s Gautam Duggad maps where the next winners will emergeIndian equities are poised for growth after 15 months of stagnation, according to Motilal Oswal's Gautam Duggad. Improving earnings, stabil...
Government’s growth push yet to reflect on markets, says Gautam DuggadGautam Duggad notes that while government measures including rate cuts, tax relief, and GST rationalisation have boosted structural stimulu...
Which sectors will need a relook in terms of earnings projection now? Gautam Duggad explainsGautam Duggad suggests that Indian stock markets are reacting steadily to tariff impacts, with financials and IT remaining stable. Earnings...
Consumer staples and discretionary sectors to benefit: Gautam DuggadSo, sectors like consumer durables, auto, consumer staples, consumer discretionary, they should perform well, which is what the shift you a...
Expect 12% Nifty return on a 12-month basis; IT may outperform in CY25: Gautam DuggadGautam Duggad, Head of Research at Motilal Oswal, shared his insights on market performance and sectoral outlook. He expressed satisfaction...
Why Gautam Duggad is overweight in IT & private bank stocks; down to neutral in consumptionGautam Duggad, Head of Research at Motilal Oswal, shares his insights on the shifting landscape of the Indian consumption sector. While red...
3 midcap baskets where earnings may grow over 20% in next 3 years: Gautam DuggadGautam Duggad, from Motilal Oswal Financial Services, emphasizes stock-specific approach with an eye on earnings growth and a consumer stoc...
In last 10-15 years, it has paid to buy the dips and invest for the long term: Gautam DuggadGautam Duggad says: "In any bull market, we will always find some things are getting too expensive and frothy and some things are always av...
Sensex heads for best winning streak since 2007 on growth betsSolid growth in corporate earnings so far and a positive outlook over the next three years have kept sentiment “buoyant,” Motilal Oswal Fin...
We expect growth to continue for financial stocks: Gautam DuggadThe rest of the sectors were pretty much stable. So that is how you saw about 20 bps decline, 70 bps drag from global commodities and 50 bp...
Banking sector will continue to do well: Gautam DuggadSo it is our base case that this sector will continue to do well and it is amply reflected in our model portfolio where PSU banks have been...
Indian equities not at substantial premium: Gautam Duggad, Motilal Oswal“If you look at Nifty’s one-year forward PE, it is 19 times. If you look at the long-period average, which is the 15-year average of Nifty,...
Slow grind looms for stocks as demand stalls, says brokerDemand concerns in the economy are now coming to the fore, says Gautam Duggad.
Defensives will be the flavour of the season in H12019: Gautam Duggad, MOSLThe first half of 2019 will again be very volatile, says Gautam Duggad of MOSL.
IT back in the game, may grow in double digits in Q4: Gautam DuggadThe Nifty IT index has grown 8 per cent in the first quarter of 2018.