Can Infosys Regain Its "Indian IT Bellwether" Status Again?
Indian IT Industry: Not an Investors' favorite anymoreFor some time now, the Indian Information Technology (IT) has been struggling with issues...
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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...
279 Views
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
734 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
913 Views
Structural and Cyclical Drivers Underpin Semiconductor Outperformance
The secular overweight since 2012 to semiconductor growth themes including sensor, parallel processing and communication chip stocks has...
336 Views