India: All of a Sudden, What Happened to Large Cap Indian IT Stocks? And What Next for Them?
The large cap Indian IT companies (Tata Consultancy Svcs (TCS IN) , Infosys Ltd (INFO IN) , Wipro Ltd (WPRO IN) , Hcl Technologies (HCLT IN) and...
494 Views
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,...
497 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...
338 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...
388 Views
EM Strategy: Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
425 Views