India: Margins Under Pressure Across Sectors, Is Demand Really Strong and What It Means for Markets?
As 2Q FY19 earnings season comes to a close, there is clear message that while many companies across sectors have not done badly on sales growth,...
519 Views
Asian Equity Markets (Ex-China) Overview; Korea, Taiwan and India
India (neutral); bull and bear factors remain finely balanced before electionThe deterioration in India’s macro-economic ratios has continued apace...
290 Views
Tata Consultancy Svcs (TCS IN): If Market Volatility Doesn't Scare You, It Is Great Time to Buy
October has been very bad for Tata Consultancy Svcs (TCS IN) as the stock has corrected ~20% in last one month and has massively underperformed...
362 Views
Hcl Technologies (HCLT IN): 2Q FY19 Results Don't Change the Pecking Order in Indian IT
For this quarter, Hcl Technologies (HCLT IN) is the latest to reports results after robust numbers from Tata Consultancy Svcs (TCS IN) and a mixed...
390 Views
India IT: Is the Market Obsession on Tata Consultancy Svcs (TCS IN) Vs. Infosys (INFO IN) Justified
The investors in Indian IT companies have always been obsessed with making comparisons between two large caps, Tata Consultancy Svcs (TCS IN) and...
331 Views