Indian IT Services: COVID-19 Revenue Impact Troughed, Recovery Already Priced In?
The key takeaways, from the recent reporting season, was that 1) the revenue impact from the COVID-19 pandemic was sharp, but less than expected,...
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Indian IT Services: 4Q FY2020 Results Overview and Valuation Update
In this insight I give a brief an overview of the recent reporting period, evaluate the potential impact from COVID-19 on these high-quality...
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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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Review Of The Year 2019
The year 2019 has witnessed a roller-coaster ride for the Indian stock market, specially lot of companies were questioned on corporate governance,...
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2019 Review & 2020 Key Themes | What Has Worked, What Has Not
The objective of this Insight is to reflect back on our work published on Smartkarma. To highlight what has worked for us and more importantly what...
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