HCL Technologies: Doubts over Organic Growth, Eroding Returns, Drives Undeserved Discount Rating
HCL Technologies (HCLT) is India’s 3rd largest IT services company. It is a high-quality company, as is evidenced by its 5yr average ROIC of 23%...
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EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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Tory Landslide Prepares the Ground for an Economic Rebound for GB and Ireland
Boris Johnson has secured the strongest Conservative mandate since Margaret Thatcher in 1987, with an 80-seat majority in the House of Commons and...
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Tata Motors - Driving Gains
Tata Motors Ltd (TTMT IN) announced its results for the second quarter of the financial year on Friday evening post local market close. Revenues at...
337 Views
Infosys Whistleblower Report | A Channel Check Narrative
Insight providers on Smartkarma Travis Lundy , Mark Artherton, CFA & LightStream Research have extensively covered the recent Whistleblower...
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