Information Technology - Demand Resilience
IT sector is expected to post resilient Q2 performance in context of the current macro environment. Tier-1 IT is expected to deliver sequential...
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Accenture - Results In-Line With Expectation
Revenue for the quarter stood at $15.4 Bn, posting a healthy growth of 15% YoY in USD and 22.4% in local currency despite rising supply-side...
343 Views
IT Sector - Decoding Signal from Noise
In this note, we decode the signal from noise and probe some key questions: (1) How structural is the demand and how correlated is it to the macros...
313 Views
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
360 Views
Sector Update - Cut Target Prices yet Again; Customer Stress Shows up Earlier than Expected
Just 40 days post our downgrade of the IT sector to ‘underweight’, we have reduced target prices yet again and have moved our entire coverage...
167 Views