India: Fund Managers Relieved After Correction and Remain +ve on Fundamentals, Concern Is on Inflows
The last few days have been eventful in Indian markets. If significant correction was bad, the issues like rumors of a possible default by Dewan...
562 Views
India: Share Buyback Could Be Positive for PSUs, but It Will Only Be a Temporary Relief
In a change of strategy from the Central Government on how to raise money through PSUs, there is an increased possibility that buybacks could...
583 Views
Indian IT: Big Deals and Falling INR, Exuberance Is Not Irrational but Overexcitement Could Hurt
After Wipro Ltd (WPRO IN) announced a US$ 1.5 bn contract and reports emerged that Tata Consultancy Svcs (TCS IN) could also be frontrunner in a...
398 Views
India: Domestic Retail Investors Have Been Patient so Far but for How Long?
The lack of other investment options and not the stock market performance has been a primary driver for continuously high domestic inflows in...
315 Views
Indian IT Sector: 4Q Results Don't Really Justify the Irrational Exuberance
The overall 4Q result from top four companies in Indian Information Technology (IT) space was disappointing. Of course, except for Tata Consultancy...
310 Views