Indian IT Services: 4Q FY2020 Results Overview and Valuation Update
In this insight I give a brief an overview of the recent reporting period, evaluate the potential impact from COVID-19 on these high-quality...
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Aequitas: Aequs Ltd IPO Lockup Expiry - US$933m Lockup Release
Aequs Ltd raised about US$104m in its India IPO in Dec 2025. The lockup on its promoters and pre-IPO investors is set to expire soon.
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U.S. Equity Strategy: Caution Warranted; Downgrading Materials
We continue to believe that caution is warranted in U.S. equities and we are concerned that key support levels may not hold -- notably 2,800 and...
747 Views
India: All of a Sudden, What Happened to Large Cap Indian IT Stocks? And What Next for Them?
The large cap Indian IT companies (Tata Consultancy Svcs (TCS IN) , Infosys Ltd (INFO IN) , Wipro Ltd (WPRO IN) , Hcl Technologies (HCLT IN) and...
654 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