Gautam Duggad

On the likely levels of where the market is headed from here, Duggad said, "If we assume that the same multiples continue for FY25, we are basically talking somewhere about 22,500 to 23,000 kind of fundamental level for Nifty."

Daily Voice | Banking sector profit growth to continue in Q1FY24, PSBs to surprise positively: Gautam Duggad

IT companies reported a mixed performance overall in Q4FY23, with tier-1 firms delivering muted revenue growth and modest margins, while tier-2 companies outpaced the tier-1 pack with stronger revenue growth.

Daily Voice | Gautam Duggad of MOSL highlights automobile sector's revival in an otherwise muted Q3 earnings

MOFSL expects Q4FY23 earnings to grow 10-11 percent for Nifty. FY24 earnings will be led by some rebound in commodities earnings as well as continued strength in BFSI and Automobiles.

India has outperformed significantly despite headwinds, says Gautam Duggad of Motilal Oswal

In an interview with CNBC-TV18, he said that the mood in the market is “quite buoyant” on consumption and financials.

Moneycontrol Daily: Your Essential 7

A daily round-up of the most interesting articles to help jump-start the day.

Here's how experts view the impact of state Assembly election results on markets

If there are supply chain disruptions because of geopolitical situation, it matters to markets, said Prashant Khemka.

DAILY VOICE | Gautam Duggad of Motilal Oswal tells us why BFSI, cement and auto are expected to do well in FY22

It is possible that retail participation can continue to remain upbeat in markets. Only risk to this argument is elevated volatility and frequent drawdowns in the market, he said.

DAILY VOICE | Ultratech Cement, L&T, ICICI Bank among stocks that will benefit from revival of CAPEX cycle: Motilal Oswal 's Gautam Duggad

Budget 2021 has created a very conducive top-down backdrop and provided a clear path for growth, says Duggad.

DAILY VOICE | Gautam Duggad of Motilal Oswal shares 3 important lessons for investors from year 2020

One should pick stocks where earnings visibility is high, balance sheet quality is robust and long-term earnings trajectory remains healthy, says Gautam Duggad of Motilal Oswal Institutional Equities.

DAILY VOICE | Healthy earnings expected for pharma sector in FY21: Gautam Duggad of Motilal Oswal

Buoyancy in API business coupled with cost reduction initiatives have aided the beat in earnings and consequently driven healthy double-digit earnings upgrade post the 1QFY21 results.

See bottom up opportunities in spaces like autos, consumption, IT: Expert

The volatility is expected to continue for the rest of the year given that we are heading into a very heavy election calendar and there is uncertainty on that front, Gautam Duggad Head-Research, Institutional Equities, MoSL.

See 11-12% FY18 earnings growth; like Hindalco though cautious on metals: Motilal Oswal

Duggad likes Hindalco as deleveraging theme is playing out well, Novelis product mix is favourable due to auto demand in US, there will be free cash flow generation and attractive valuations.

Market remains strong but only missing link is earnings recovery: Motilal Oswal

Nifty earnings have remained flat for the last five years and hold the key for further re-rating

Expect Q1 to be lacklustre quarter from earnings growth perspective: Motilal Oswal

Gautam Duggad of Motilal Oswal expects Q1FY18 to be a lacklustre quarter from earnings growth perspective.

Nifty 9K to 9K, what's changed this time? Valuations, says Motilal Oswal

Liquidity backdrop is very strong from both FIIs and DIIs along with macro backdrop especially after state election results, and if earnings pick up then definitely there is more legs to this rally.

Here are some investment ideas from market experts for today

Watch the interview of Sudarshan Sukhani, Ashwani Gujral, Mitessh Thakkar, Rajat Bose, Gautam Duggad and Hemant Thukral with Anuj Singhal, Latha Venkatesh and Sonia Shenoy on CNBC-TV18.

Over a dozen stocks which could turn multibaggers in next 2-3 years: MOSL

Some of our top ideas include names like Tata Motors, ICICI Bank, SBI, ITC, Britannia, Hindalco, Colgate Palmolive India, Crompton Consumer, IOC Ltd, RBL Bank, Manpasand Beverages, Ultratech Cements and JK Cement, he said.

Rise of cab aggregators will impact passenger vehicle sale: MOSL

Impact of Uber and Ola will be visible on passenger vehicles sales over the long term, says Gautam Duggad, Head of Research, Institutional Equities at Motilal Oswal.

Expect major demonetisation impact on Q3 earnings: Motilal Oswal

Gautam Duggad of Motilal Oswal India Strategy says against the current backdrop, he expects Q3FY17 earnings to be impacted the most and, thus, the earnings recovery thesis of 2HFY17 is now in jeopardy.

Govt reforms will be cemented in FY18: Motilal Oswal Sec

Rajat Rajgarhia of Motilal Oswal Securities, said India has been a classic bottom-up stock-picking play. “Pick the right stock and if the market does well, it will do well.” Gautam Duggad of Motilal Oswal Securities, said while some sectors are seeing a revival, some others will take a few quarters, he said.

India's consumption story to revive in H2FY17: Experts

Demand pickup is expected to start from October onwards and there are enough opportunities in the rural segment, says Saugata Gupta, MD and CEO of Marico.