India: On CY18 Business Outlook, Is There Something Cognizant Knows but Indian IT Companies Do Not?
The renewed interest in Indian IT stocks in an Old News nowIn previous few insights on Indian IT, we have spoken about the renewed interest in...
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Global Equity Strategy: Sector by Sector Overview
Today’s report is international in title, global in coverage. Inside, after reviewing trends in EM, Europe, and Japan--EM looks great, by the way,...
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Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
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Immigration Reform Is Arriving Too Late to Disrupt Offshore IT Service Firms
With U.S. President Donald Trump ordering a full review of the H-1B visa program in April 2017, and recently endorsing the Reforming American...
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Can Infosys Regain Its "Indian IT Bellwether" Status Again?
Indian IT Industry: Not an Investors' favorite anymoreFor some time now, the Indian Information Technology (IT) has been struggling with issues...
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