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...
612 Views
Infosys - The Grim Numbers on H-1B Rejection Rates, Employee Costs and Unbilled Revenues
With Infosys being the subject of a whistle-blower complaint for the third time this decade, we peruse the company’s financial statements and...
626 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...
808 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)Â has been underperforming the broader markets and other large cap IT stocks such as Tata...
647 Views
Tata Consultancy Svcs (TCS IN)​: If Market Volatility Doesn't Scare You, It Is Great Time to Buy
October has been very bad for Tata Consultancy Svcs (TCS IN) as the stock has corrected ~20% in last one month and has massively underperformed...
489 Views