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MOSL : INDIA STRATEGY – October’22 | The Eagle Eye: India continues to outshine its peers in Sep’22

INDIA STRATEGY – October’22 | The Eagle Eye: India continues to outshine its peers in Sep’22

The key highlights of our Oct’22 edition of ‘The Eagle Eye’ are as follows:

• India outperformed key global markets in Sep’22, with the outperformance of the MSCI India index over MSCI China at a record high
• Activity: FIIs withdrew USD1.6b in Sep’22 after clocking the highest inflows in Aug’22 (since Dec’20). However, DIIs turn buyers at USD1.7b in Sep’22 after recording an outflow in Aug’22. Average daily cash volumes jumped 38% from the Jun’22 low
• Macros: Bond yields continue to see a steep rise across global economies. In bright spots, the INR remains resilient as compared to most global currencies in CY22 and loan growth has hit a record high.
• Over the course of Sep’22, our in-house research team published several interesting and insightful reports. Some of the notable ones are: a) Retail – Footwear (Thematic): Putting the best FOOT forward; b) Real Estate (Bengaluru Thematic): Opportunities (Ban)’Galore; and c) India Strategy: India Inc’s profit pool – decadal analysis: A PAT on the back!