Motilal Oswal - MOSL: Morning India (4/September/18): 1. Real Estate Day (Business insights from experts); 2. Mindtree; 3. Mahindra Mahindra; 4. Cement; 5. Auto Volumes (Aug-18); 6. Metals Weekly

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Motilal Oswal

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MOSL: Morning India (4/September/18): 1. Real Estate Day (Business insights from experts); 2. Mindtree; 3. Mahindra & Mahindra; 4. Cement; 5. Auto Volumes (Aug-18); 6. Metals Weekly

MOrning India (4/September/18): 1. Real Estate Day (Business insights from experts); 2. Mindtree; 3. Mahindra & Mahindra; 4. Cement; 5. Auto Volumes (Aug-18); 6. Metals Weekly

Today’s top research theme

Real Estate Day: Business insights from experts

We hosted experts - Mr Ramesh Nair (CEO & Country Head, JLL India), Mr KT Jeetendhran (CEO, Birla Estates) and Mr Pankaj Kapoor (Founder and MD, Liases Foras) from the real estate industry at our conference. Key takeaways:

The reforms-led pain appears to have subsided now and favorable fundamentals are expected to drive demand going forward.
Private equity (PE) investors continue flocking to the Indian real estate (PE investments up from USD1.59b in 2011 to USD6.27b in 2017; expected to rise to USD100b by 2020).
Developers in real estate market appear to have succeeded in wooing buyers, with unsold inventory down from 50 months in 2016 and 43 months now.
Availability of quality office space has trailed demand. Thus, there is upward pressure on rentals.
Vacancy lowest in superior grade malls v/s average and poor grade malls.

Piping hot news

10-year bond yield touches 8%, rupee falls to 71.18 against dollar

The 10-year bond yields touched 8 per cent for the first time since December 2014, while the rupee hit a record low at 71.18 against the dollar even as the local equities fell sharply on Monday. The bond market has started showing some fatigue on prospects of the rising supply of paper.

04/09/2018 32 EN

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MOSL: Morning India (4/September/18): 1. Real Estate Day (Business insights from experts); 2. Mindtree; 3. Mahindra & Mahindra; 4. Cement; 5. Auto Volumes (Aug-18); 6. Metals Weekly

MOSL : HOME FIRST FINANCE COMPANY: Earnings in-line with sustained improvement in asset quality

MOSL : SHOPPERS STOP: Ticking the right boxes

MOSL : ERIS LIFESCIENCES: Enhanced efforts toward product launch-related activities

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