India: RBI Survey on IT Exports Does Not Bring Good News, It Will Be a Slow Grind for the Sector
RBI Survey on Information Technology ExportsYesterday, Reserve Bank of India (RBI) released its Survey on Computer Software and Information...
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TCS Sounds More Confident on Business but Can the Stock Outperform Other IT Companies?
Tata Consultancy Svcs Ltd (TCS IN) sounds confident on business outlookIn some of his recent media interactions, Rajesh Gopinathan, MD & CEO...
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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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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...
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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...
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