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...
654 Views
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
Asian Equity Markets (Ex-China) Overview; Korea, Taiwan and India
India (neutral); bull and bear factors remain finely balanced before electionThe deterioration in India’s macro-economic ratios has continued apace...
468 Views
India IT: Is the Market Obsession on Tata Consultancy Svcs (TCS IN)​ Vs. Infosys (INFO IN) Justified
The investors in Indian IT companies have always been obsessed with making comparisons between two large caps, Tata Consultancy Svcs (TCS IN) and...
495 Views
India Information Technology (IT): Results Season Kick off This Week, What to Expect in 2Q Earnings?
Tata Consultancy Svcs (TCS IN) will report 2Q FY19 results this week and that will be the beginning of Indian IT majors' earnings reporting season...
472 Views