Indian IT Services: Weakening Revenue Dynamics, and Above-Fair Valuation Levels, Keep Us Side-Lined
In this insight, we take a longer-term view on the 4 largest Indian IT Services companies, analysing recent financial performance, growth outlook,...
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Cyberattacks at Numerous US Airports by Suspects from Russia
In the past 24 hours, there have been many news flow about numerous US airports that have been cyber attacked by suspects from Russia. This could...
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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...
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Mindtree-LTI: Merger Announced to Form India's 5th Largest IT Services Player
Larsen & Toubro (LT IN)'s public-listed subsidiaries Mindtree Ltd (MTCL IN) and Larsen & Toubro Infotech (LTI IN) announced plans to merge. The...
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India: Value/Growth Divide Hits New Peak Among GEM Funds.
The difference in Indian exposures between Value and Aggressive Growth managers hits record wides of +10.5%. Value managers go max underweight,...
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