EM Equity Strategy: Indonesia Perking Up; Overweight BRIC, Tech, and Health Care
Highlighted themes and actionable charts:Â Reiterating BRIC overweight. This country grouping continues to outperform broad EM, and we believe BRIC...
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India: On CY18 Business Outlook, Is There Something Cognizant Knows but Indian IT Companies Do Not?
The renewed interest in Indian IT stocks in an Old News nowIn previous few insights on Indian IT, we have spoken about the renewed interest in...
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India: Information Technology Stocks Reaching Even Higher Levels, How Long Will This Last?
There is renewed interest in Indian IT names as reflected in the stock performance recently. However, we think the sector is seeing some rotational...
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India: What Is Driving Information Technology Stocks, Hope of Better 3Q Results or Rotation Trade?
Indian Information Technology (IT) stocks are back on investors' radarLast few weeks have been good for Indian IT stocks as many of the names have...
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Infosys Q2 FY18 Results Today, Not Just Numbers the Market Will Be Waiting For
Infosys Ltd (INFO IN) has seen turbulent times recentlyOver last few months, Infosys Ltd (INFO IN) has been in news less for the right reasons and...
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