Information Technology Sector- Sector Update- Move to Underweight
We are downgrading Indian IT Services sector to underweight (UW) on a 12-month basis, though in the near term, there is relative earnings...
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IT: Supply-Side Constraints Persist; Demand Robust
IT Services sector is expected to report strong growth in Q4FY22 primarily on account of the new large deal wins and a ramp-up of deals won in the...
434 Views
Information Technology: Moderating, yet Strong
IT index is up >40% (mid-tier >100%) over the past year, supported by (1) earnings upgrade of ~5% for tier-1 IT and ~20% for mid-tier IT and...
398 Views
HSIE Results Daily (Technology Services): Infosys, L&T Technology Services
We maintain REDUCE on L&T Technology Services (LTTS), despite a slightly better Q1 revenue performance. We maintain BUY on Infosys (INFY),...
427 Views
Corporate Governance and Asian Challenges
In a period where the financial press is inundated by coverage of rising global uncertainty, whether due to a recalcitrant northern regime playing...
299 Views