India - Politics, Industrials, IT and Large Caps, EMAlpha

Pankaj Sharma

India - Politics, Industrials, IT and Large Caps

Equity Bottom-Up

<h2><a href="https://www.smartkarma.com/entities/267" target="_blank" data-smartkarma-citation="entities:267:1">Infosys Ltd (INFO IN)</a> appoints Salil S. Parekh as CEO and Managing Director</h2>Infosys announced today that it has appointed Salil S. Parekh as Chief Executive Officer and Managing Director (CEO &amp; MD) of the Company effective January 2, 2018. Parekh joins <a href="https://www.smartkarma.com/entities/267" target="_blank" data-smartkarma-citation="entities:267:1">Infosys Ltd (INFO IN)</a> from <a href="https://www.smartkarma.com/entities/21411" target="_blank" data-smartkarma-citation="entities:21411:1">Cap Gemini SA (CAP FP)</a>. U B Pravin Rao will step down as the interim CEO and Managing Director effective January 2, 2018 and will continue as Chief Operating Officer and a whole-time Director of the Company. (<a href="http://www.bseindia.com/xml-data/corpfiling/AttachLive/caff0b70-3eb7-4e1e-a862-8e47be8cca6e.pdf" target="_blank">Company</a>…

Infosys Ltd (INFO IN) appoints Salil S. Parekh as CEO and Managing DirectorInfosys announced today that it has appointed Salil S. Parekh as Chief Executive Officer and Managing Director (CEO &amp; MD) of the Company effective January 2, 2018. Parekh joins Infosys Ltd (INFO IN) from Cap Gemini SA (CAP FP). U B Pravin Rao will step down as the interim CEO and Managing Director effective January 2, 2018 and will continue as Chief Operating Officer and a whole-time Director of the Company. (Company…

Infosys: Finally, a Closure on CEO Search and a Good Choice Under the Circumstances

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

Thematic (Sector/Industry)

<ul><li>In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a concept whose time has begun.</li><li>The blockchain protocol will come to be seen as a powerful antidote to the high fees charged by intermediaries such as banks, law firms and other “middlemen”.</li><li>Most blockchain projects are still in development mode.</li><li>But, over the next decade, DLT will hasten disruption in many sectors, including payments, lending, share trading, real estate, healthcare and infrastructure.</li><li>In this report, we look at the likely movers and shakers.</li></ul>

In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a concept whose time has begun.The blockchain protocol will come to be seen as a powerful antidote to the high fees charged by intermediaries such as banks, law firms and other “middlemen”.Most blockchain projects are still in development mode.But, over the next decade, DLT will hasten disruption in many sectors, including payments, lending, share trading, real estate, healthcare and infrastructure.In this report, we look at the likely movers and shakers.

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into context of another more recent phenomenon, this is the stage of development in which MySpace was attracting the earliest adopters in the then-burgeoning social media industry. Simply stated, there are many more iterations of the IoT universe until this concept reaches public consciousness.Even so, as consumers, devices and now things become more connected, the possibilities in terms of what could be leveraged as a vehicle for enabling commerce are now endless. In time, the idea of a smartphone as a commerce device could be old news as commerce moves beyond simply portable consumer devices to include durable goods, such as refrigerators, washing machines or automobiles.

The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into context of another more recent phenomenon, this is the stage of development in which MySpace was attracting the earliest adopters in the then-burgeoning social media industry. Simply stated, there are many more iterations of the IoT universe until this concept reaches public consciousness.Even so, as consumers, devices and now things become more connected, the possibilities in terms of what could be leveraged as a vehicle for enabling commerce are now endless. In time, the idea of a smartphone as a commerce device could be old news as commerce moves beyond simply portable consumer devices to include durable goods, such as refrigerators, washing machines or automobiles.

5 Ways The Internet Of Things Will Influence Commerce

Information Technology Consultant

Ishita Jain

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush telling me how to brush correctly. But something tells me that I should get used to this very soon as a wave of dumb products suddenly become 'smart'. Artificial intelligence ("AI") and Internet of Things ("IoT") are changing the way we interact with everyday objects. With so much happening in this space, it can be overwhelming to make sense of it. This insight will help in that I will explain how AI and IoT come together. I will then follow it up with an insight on investing in this area.

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush telling me how to brush correctly. But something tells me that I should get used to this very soon as a wave of dumb products suddenly become 'smart'.   Artificial intelligence ("AI") and Internet of Things ("IoT") are changing the way we interact with everyday objects. With so much happening in this space, it can be overwhelming to make sense of it.   This insight will help in that I will explain how AI and IoT come together. I will then follow it up with an insight on investing in this area.

Artificial Intelligence & Internet of Things: Making Sense of It All

As with any new technology, there exists a number of questions. Retailers around the world are asking whether or not virtual reality has the ability to positively impact their business. This piece will outline the basics of the technology and will serve as a primer for how businesses today are looking to use it to create new valuable experiences and services now that will help drive future sales.

As with any new technology, there exists a number of questions. Retailers around the world are asking whether or not virtual reality has the ability to positively impact their business. This piece will outline the basics of the technology and will serve as a primer for how businesses today are looking to use it to create new valuable experiences and services now that will help drive future sales.

What You Need to Know About the Technologies of the Future and Retail Application—Virtual Reality

France

Capgemini offers information technology services. The Company provides mobile software solutions, business process management, outsourcing, cloud computing, finance, consulting, supply chain management, engineering, and other services. Capgemini serves aerospace, defense, automotive, health care, life science, telecom, media, and entertainment industries worldwide.

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Capgemini (CAP FP)

Infosys: Finally, a Closure on CEO Search and a Good Choice Under the Circumstances

Infosys Ltd (INFO IN) appoints Salil S. Parekh as CEO and Managing DirectorInfosys announced today that it has appointed Salil S. Parekh as Chief...

Pankaj Sharma

Blockchain as an Investment Theme

In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...

CM Research

5 Ways The Internet Of Things Will Influence Commerce

The "internet of things" (IoT) concept is in its nascent stage of development, but it is on the verge of exploding. To put its development into...

Euromonitor International Ltd.

Artificial Intelligence & Internet of Things: Making Sense of It All

As I turn into bed, I can picture my mother telling me to brush before I sleep. However, in my wildest imagination, I cannot picture my toothbrush...

Ishita Jain

What You Need to Know About the Technologies of the Future and Retail Application—Virtual Reality

As with any new technology, there exists a number of questions. Retailers around the world are asking whether or not virtual reality has the...

Euromonitor International Ltd.

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