BUSINESS
Infosys – Opening Pandora’s box, avoid the stock
In a highly competitive environment, this will benefit peers. We, therefore, advise investors to completely avoid Infosys till the dust settles
BUSINESS
L&T Infotech Q2 – You can spot some early signs of its revival
We are positive about LTI coming out gradually from this rough patch. The eventual integration of IT service businesses remains a long-term driver
BUSINESS
Mindtree – The crisis is gone, but growth is yet to come back
The stock might have some downside, given the overall volatile macro and market environment. Such weakness could present a buying opportunity
BUSINESS
Federal Bank – Too many misses, but right long-term intent
We do not expect a quick recovery in the stock. Investors should gradually build up position in this weak phase
BUSINESS
Wipro Q2 – Little downside, but upside capped as well
We do not see stock outperformance as long as Wipro lags its peers in growth
BUSINESS
IRCTC: After a stellar listing, is it too late to board this train?
While we do not see an immediate upside, IRCTC should definitely be on the radar of long-term investors
BUSINESS
IndusInd Bank – At what price do potential negatives get priced in?
Choice of Managing Director Romesh Sobti’s successor may also have a bearing on stock sentiment
BUSINESS
Infosys Q2: Stellar execution, remains a buy
We do not see the runaway outperformance to continue. Investors should use dips to build position
BUSINESS
TCS Q2: Macro headwinds come to the fore, wait for downside to play out
The earnings disappointment, subdued near-term outlook and valuation premium leave the door open for a near-term stock price correction.
BUSINESS
Yes Bank – Are all the concerns priced in?
Investors with ability to stomach volatility should gradually start building position
BUSINESS
Sector explainer | Hot investment idea? Private banks high on capital fit the bill
In a space crowded with many players, it’s the cost of funds that will set apart the men from the boys
INDIA
RBI policy | Head says 'no rate action', but heart says a 'token rate cut'
BUSINESS
IRCTC IPO: A gem available at a discount
BUSINESS
BSE 500 long-term returns show it is all about bottom-up stock picking
BUSINESS
Corporate tax cuts: Game changer or short-term cheer?
The current momentum can lead to a virtuous cycle provided an equally serious look is taken at attracting big-ticket investment in infrastructure, post the tax cut
BUSINESS
Why this microcap niche pharma player surprises amid the smallcap carnage
We draw comfort from the relatively insulated business model and the undemanding valuation.
BUSINESS
Why should you look at this good company in a tough environment now?
The weak phase of the stock is a good opportunity to accumulate this high quality business for the long term.
BUSINESS
Sector explainer | IT's a new world order – India shows who is the boss
India is the world's largest IT sourcing destination, making up nearly 55 per cent of the $185-190 billion market in 2017-18. That's no mean feat
BUSINESS
Why Federal Bank is our top pick among mid-cap banks
We derive comfort from the current valuation and would strongly recommend adding the stock to the portfolio of investors.
BUSINESS
L&T Infotech – quarterly miss, but doesn’t tarnish long-term story
Given the industry leading performance in the past and presence of the right ingredients for growth, we would advise buying into the stock amid the weakness
BUSINESS
Zensar Technologies Q4 review: Steady execution and strong outlook
While an appreciating rupee is a near-term headwind, any currency-led weakness impacting sentiment for the IT sector may provide a great opportunity to buy into this mid-sized IT firm
BUSINESS
Ideas for Profit | Kotak Mahindra Bank: Look to own this stock on any correction
Investors must add this stock to their portfolio in the event of any negative news flow or market turbulence
BUSINESS
What should Yes Bank's shareholders do after its kitchen sinking quarter?
BUSINESS
Ideas for Profit | Axis Bank: Q4 earnings suggest investors should stay put for the long-term
The stock has the potential to further re-rate should the journey to reaching 18 percent RoE pan out
