India IT: Is the Market Obsession on Tata Consultancy Svcs (TCS IN) Vs. Infosys (INFO IN) Justified
The investors in Indian IT companies have always been obsessed with making comparisons between two large caps, Tata Consultancy Svcs (TCS IN) and...
319 Views
India Information Technology (IT): Results Season Kick off This Week, What to Expect in 2Q Earnings?
Tata Consultancy Svcs (TCS IN) will report 2Q FY19 results this week and that will be the beginning of Indian IT majors' earnings reporting season...
329 Views
Is Wipro Ltd (WPRO IN) the New Infosys Ltd (INFO IN) for the Market?
Wipro Ltd (WPRO IN) has been the best performer among large cap IT stocks in September and the stock has done significantly better vs. others such...
315 Views
Indian IT: Big Deals and Falling INR, Exuberance Is Not Irrational but Overexcitement Could Hurt
After Wipro Ltd (WPRO IN) announced a US$ 1.5 bn contract and reports emerged that Tata Consultancy Svcs (TCS IN) could also be frontrunner in a...
315 Views
What's Really Wrong with Hcl Technologies (HCLT IN)?
In CY18, Hcl Technologies (HCLT IN) has significantly underperformed both Tata Consultancy Svcs (TCS IN) and Infosys Ltd (INFO IN). This is...
395 Views