Battle Lines in Payments: An Evaluation of the War for Wallets
We think economic moats remain the strongest at the center of the payment ecosystem, where Visa Inc (V US) and Mastercard Inc (MA US) maintain...
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What You Need to Know About the Technologies of the Future and Retail Application—Virtual Reality
As with any new technology, there exists a number of questions. Retailers around the world are asking whether or not virtual reality has the...
240 Views
Infosys' Outlook Unchanged After 3Q; Strong Interest in Digital; Shares at Moderate Discount
Infosys’ third-quarter results were largely in line with expectations after taking into account the firm’s contract ramp-down with Royal Bank of...
159 Views
TCS Reports Eventful 3Q; New CEO Appointed but Business as Usual; Shares Moderately Undervalued
Tata Consultancy Services reported an eventful third quarter. With a resurgence in demand for the banking, financial services, and insurance and...
173 Views
Still Too Many Stale Bulls on India, as Structural Risks Deepen - 11th Jan 2017
The value vs. momentum factor divergence was 17 percentage points in EM last year - India as a highly-rated, defensive market was always likely to...
328 Views