Indian IT Services: Valuation and Earnings Levels Suggest We Are Nearing the Point-Of-Peak-Optimism
Given the strong share price performance and peak valuation multiple levels, based on arguably elevated earnings, I am turning bearish on the...
293 Views
Tata Consultancy Share Buyback Offer - The Numbers Are Interesting
The TCS buyback offer is interesting in a way that the Wipro buyback is not. There are many more good trades to do around this situation.
488 Views
TMI Indicators: India Indicators Rise On COVID-19 Trends, RBI Policy Shift and Corporate Optimism
TMI's text-mined India Lead Indicator recently surged to a new 2020 high on notably improving COVID-19 trends, dramatic policy shift at the RBI,...
297 Views
Norwegian Fund’s Stand on Page Industries: Market Can No Longer Ignore Labour Rights Violations
The Council of Ethics of the Government Pension Fund Global (GPFG), the Norwegian sovereign fund, recommended on February 19, 2020 that Page...
511 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
910 Views