Market Neutral Pair - Wipro/HCL Tech
Wipro Ltd (WPRO IN) has underperformed Hcl Technologies (HCLT IN) by 23% over the last six months. Historically, the stocks move in a wide band...
451 Views
U.S. Equity Strategy: Caution Warranted; Downgrading Materials
We continue to believe that caution is warranted in U.S. equities and we are concerned that key support levels may not hold -- notably 2,800 and...
596 Views
Mindtree (MTCL IN): L&T’s Hostile Takeover Offer Is an Awkward Opening Gambit
Late Monday evening, Larsen & Toubro (LT IN) launched India’s first ever hostile takeover in the tech sector. L&T is seeking to acquire a...
632 Views
Infosys Ltd (INFO IN): Low Employee Morale Hurting the Stock? May Be, but It Is Not the Only Reason
In previous couple of months, Infosys Ltd (INFO IN) has been underperforming the broader markets and other large cap IT stocks such as Tata...
492 Views
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...
504 Views