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,...
692 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
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