Infosys Will Ride the Wave of Digital Transformation
Best Idea Infosys offers investors a rare opportunity to buy a technology-focused company with an attractive long-term story that currently trades...
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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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Infosys Reports Solid 1Q; Important New Services and Software Breakout; Shares Undervalued
Infosys reported a solid start to the fiscal year, with good operational execution across the business. Constant-currency revenue growth was in...
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BBSP Equity Asia Weekly Research 31 May 2017
Mid-Term Country Allocation (Tactical view) in terms of RV vs MXAPThis week:• Signals for a new tactical opportunity: Upgrade on Kospi to “Increase...
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EM Tech: Â Fund Allocations Hit All-Time High
In this report we highlight the rise of technology allocations in global EM funds, with average holdings in tech companies surpassing those in...
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