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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Infosys - A Buyers Perspective Post Whistle Blowing
A rather 'intriguingly' written whistleblower letter has forced markets to reassess governance at Infosys once again.The biggest tangible risk at...
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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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India On Ground: Local Fund Managers Still Debate Valuations,OK with News Flow but Expect Volatility
Last few months have been stressful for domestic fund managers and more than the sudden market movement, much increased volatility even in large...
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