Sensex Rebalance Preview: Early Look
The S&P BSE Sensex is the flagship index of the Bombay Stock Exchange (BSE). The index has 30 stocks and is a free float weighted market cap...
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Market Neutral Pair - Wipro/HCL Tech
Wipro Ltd (WPRO IN) has underperformed Hcl Technologies (HCLT IN) by 23% over the last six months. Historically, the stocks move in a wide band...
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Infosys - The Grim Numbers on H-1B Rejection Rates, Employee Costs and Unbilled Revenues
With Infosys being the subject of a whistle-blower complaint for the third time this decade, we peruse the company’s financial statements and...
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Global Ex-U.S. Equity Strategy: Cautiously Optimistic Outlook Intact
Despite negative recent developments, we have remained steadfast in our belief that weakness in May has presented an attractive time to add...
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Mindtree (MTCL IN): L&T’s Hostile Takeover Offer Is an Awkward Opening Gambit
Late Monday evening, Larsen & Toubro (LT IN) launched India’s first ever hostile takeover in the tech sector. L&T is seeking to acquire a...
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