EClerx Buyback: Adding Fuel to Momentum
India based data management firm eClerx Services launched a US$40mn buyback which is expected to open next month. Fundamentally, the stock appears...
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Firstsource Solutions: Top Client De Growth Impacts Revenues
Firstsource Solutions (FSL) provides business process services to BFSI, communication, media, tech and healthcare. The company generates 68%...
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Chinese Indexes Headed Higher; Actionable Themes: Transportation, Materials, and Services
The evidence continues to suggest that value remains leadership and we recommend adding exposure to cyclical value on this minor pullback in the...
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Firstsource Solutions: An Attractive and Undervalued BPO Player
Firstsource Solutions (FSOL IN) is a well-recognized BPO player with marquee clients globally. Its client base includes the likes of a leading auto...
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Telecom Infrastructure in India: Keeping Pace with the Surge in Subscribers
The total number of telecom towers in India stood at about 420,000 at the end of FY 2016 and the industry was estimated to rake in INR 1.36...
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