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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EM Outperforming; Favor EM over EAFE
China (MSCI China, Shenzhen A Share) offers a plethora of attractive setups and is a major focus in today’s report. Taiwan (TAIEX) is another focus...
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Tory Landslide Prepares the Ground for an Economic Rebound for GB and Ireland
Boris Johnson has secured the strongest Conservative mandate since Margaret Thatcher in 1987, with an 80-seat majority in the House of Commons and...
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Aequitas: Aequs Ltd IPO Lockup Expiry - US$933m Lockup Release
Aequs Ltd raised about US$104m in its India IPO in Dec 2025. The lockup on its promoters and pre-IPO investors is set to expire soon.
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