IT: More of the same is good news
IT sector (coverage universe) continues to transition from a protracted IT upgrade cycle and low discretionary spending to some normalisation in...
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Indian IT Services: Where Are We in the Growth Cycle?
In this insight, we analyse the long-term growth trends, operating margins, and current valuation levels of Tata Consultancy Services, Infosys, HCL...
426 Views
GEMWeekly (12 Apr 2024): South Korea, China Macro; Wipro, TSMC, Samsung Electronics, NetEase
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
590 Views
IT Sector (Q4FY24E Results Preview): Transition period from ‘gradually’ to ‘eventually’
IT sector (coverage universe) growth is expected to bottom out in Q4FY24 and recover ‘gradually’ in FY25E. The slowdown in macro is still a...
398 Views
Pause/Pullback Underway; Downgrading Europe and Mexico; Buys in Services, Tech, Comm, Healthcare
Pause/pullback underway in $ACWI, but as long as the $DXY remains below $106, the 10-year Treasury yield remains below 4.35%, and $ACWI is above...
633 Views