Indian IT: Big Deals and Falling INR, Exuberance Is Not Irrational but Overexcitement Could Hurt
After Wipro Ltd (WPRO IN) announced a US$ 1.5 bn contract and reports emerged that Tata Consultancy Svcs (TCS IN) could also be frontrunner in a...
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Indian IT Sector: 4Q Results Don't Really Justify the Irrational Exuberance
The overall 4Q result from top four companies in Indian Information Technology (IT) space was disappointing. Of course, except for Tata Consultancy...
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India: Market Showing More Interest in IT Stocks, Will Q4 Results Support This Optimism?
The Indian IT companies will start reporting Q4 results this weekThe quarterly results of IT companies are important to understand the business...
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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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Immigration Reform Is Arriving Too Late to Disrupt Offshore IT Service Firms
With U.S. President Donald Trump ordering a full review of the H-1B visa program in April 2017, and recently endorsing the Reforming American...
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