IT Sector - Decoding Signal from Noise
In this note, we decode the signal from noise and probe some key questions: (1) How structural is the demand and how correlated is it to the macros...
375 Views
Long Idea: EPAM Systems
EPAM System is one of the great compounders of the past 10 years, with an exceptional management team that will successfully relocate engineering...
410 Views
GEM Weekly (20 May 2022): Chinese Macro and Monetary Easing; Reliance, Infosys, TSMC, Huawei
The Global Emerging Markets weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
426 Views
Sector Update - Cut Target Prices yet Again; Customer Stress Shows up Earlier than Expected
Just 40 days post our downgrade of the IT sector to âunderweightâ, we have reduced target prices yet again and have moved our entire coverage...
232 Views
Mindtree-LTI: Merger Announced to Form India's 5th Largest IT Services Player
Larsen & Toubro (LT IN)'s public-listed subsidiaries Mindtree Ltd (MTCL IN) and Larsen & Toubro Infotech (LTI IN) announced plans to merge. The...
423 Views