Wipro Reports Good Start to Fiscal Year; Digital and Consulting a Positive; INR Shares Undervalued
Wipro reported a good start to the fiscal year with revenue outperforming expectations. IT services sales for the quarter were $1.972 billion...
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Don't Fret Over Looming H-1B Visa Restrictions, We See Upside in Offshore IT Services
Legal immigration reform remains a target for the new U.S. administration under President Donald Trump, and while the final legislature and impact...
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We Think Wipro's Position in the IT Services Industry Remains Secure
Despite a highly competitive and rapidly changing marketplace, we think Wipro's position in the IT services industry remains secure. The firm has a...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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Feature Phones Dominate Sales Even as India Enters Age Where "Data Is the New Oil"
At 2x the Size, Feature Phone Market Looms over Smartphones in IndiaMuch like the unsophisticated Maruti Suzuki 800 that became a part of 2.6...
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