U.S. Equity Strategy: Bullish Outlook Intact
Market activity, both bonds and stocks, has been all about realigning expectations. Wednesday’s Fed announcement was more dovish than expected, and...
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Wipro X ServiceNow: When Agentic AI Stops Being a Pilot!
​Wipro expands ServiceNow partnership to integrate AI workflows in core functions, aiming to convert AI hype into recurring contracts amid investor...
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India On Ground: Local Fund Managers Still Debate Valuations,OK with News Flow but Expect Volatility
Last few months have been stressful for domestic fund managers and more than the sudden market movement, much increased volatility even in large...
640 Views
India: All of a Sudden, What Happened to Large Cap Indian IT Stocks? And What Next for Them?
The large cap Indian IT companies (Tata Consultancy Svcs (TCS IN) , Infosys Ltd (INFO IN) , Wipro Ltd (WPRO IN) , Hcl Technologies (HCLT IN) and...
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India: Margins Under Pressure Across Sectors, Is Demand Really Strong and What It Means for Markets?
As 2Q FY19 earnings season comes to a close, there is clear message that while many companies across sectors have not done badly on sales growth,...
690 Views