India: On CY18 Business Outlook, Is There Something Cognizant Knows but Indian IT Companies Do Not?
The renewed interest in Indian IT stocks in an Old News nowIn previous few insights on Indian IT, we have spoken about the renewed interest in...
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India: Market Correction Due to LTCG or Change in Relative Attractiveness of Equities Bigger Driver?
It was surprising that Indian equity markets were more harsh on Union BUDGET the next day as markets cracked on Friday, 2nd Feb. The LTCG and...
162 Views
India: It Is Official Now, Domestic Institutions Are Struggling to Deploy Funds - The Implications
ICICI Prudential will close two schemes for lack of enough investible stocksICICI Prudential Asset Management (ICICI Pru AMC) is one of the largest...
148 Views
TCS Vs. Infosys Debate Is Back: The Choice Depends on What You Prefer, Growth or Value?
Historically, the investors see "Revenue Growth" as the most important stock driver for Indian IT names and this reflects in the recent out...
171 Views
India: Information Technology Stocks Reaching Even Higher Levels, How Long Will This Last?
There is renewed interest in Indian IT names as reflected in the stock performance recently. However, we think the sector is seeing some rotational...
157 Views