Screening for GEMs: August 2022
An overview (and output) of our machine learning-driven GEM screening model, which seeks to find the best medium-term long ideas within the top100...
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HSIE Results Daily: Wipro, IndusInd Bank, AU Small Finance Bank
Wipro: Wipro’s (WPRO IN) margin goalpost timelines have moved ahead with investments to ‘maintain’ the current growth trajectory
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IT Sector - Decoding Signal from Noise
In this note, we decode the signal from noise and probe some key questions: (1) How structural is the demand and how correlated is it to the macros...
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Long Idea: EPAM Systems
EPAM System is one of the great compounders of the past 10 years, with an exceptional management team that will successfully relocate engineering...
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GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
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