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  • See margins improving for Infosys; prefer TCS: Nomura India

    According to Ashwin Mehta, IT analyst at Nomura India, TCS would continue to trade at a premium over Infosys, and so prefers TCS. His other picks in the IT space are HCL, Cognizant.

  • Expect 20% upside in HCL Tech: Ashwin Mehta

    According to Ashwin Mehta, IT Analyst of Nomura India, one may expect 20 percent upside in HCL Technologies.

  • HCL Tech top pick, prefer TCS over Infosys: Ashwin Mehta

    Ashwin Mehta, IT Analyst of Nomura India is of the view that HCL Technologies is a top pick in the IT space.

  • IT to see better demand in FY15; like TCS over Infy: Nomura

    Nomura India's top buy continues to be HCL and Cognizant. From a one-year perspective, it sees 15-20 percent upside in IT stocks from current levels.

  • Nomura sees 150-400bps margin hit for IT cos from US bill

    Ashwin Mehta, information technology (IT) analyst with Nomura India talks about the possible impact on companies in the the Indian IT sector due to the clauses in the US immigration bill.

  • Infosys can test Rs 2260: Nomura

    Infosys can test Rs 2260, says Ashwin Mehta, IT Analyst at Nomura India.

  • HCL Tech a top pick in IT space: Nomura

    HCL Technologies is a top pick in IT space, says Ashwin Mehta, IT Analyst at Nomura India.

  • HCL Tech remains top pick with target of Rs 630: Nomura

    Ashwin Mehta, IT Analyst at Nomura India said HCL Tech remains their top pick with a target price of Rs 630 per share. According to him, client mining has showed positive progression in Q1.

  • Nomura India neutral on TCS and Infosys

    Ashwin Mehta, IT analyst at Nomura India is neutral on Tata Consultancy Services and Infosys,

  • Satyam merger is neutral for Tech Mahindra: Nomura India

    Mahindra Satyam, Tech Mahindra have agreed to merge. In an interview to CNBC-TV18, Ashwin Mehta, IT analyst, Nomura India says, it’s largely neutral for Tech Mahindra.

  • Infosys Q2 EPS to outperform by 18%: Nomura India

    Infosys is expected to announce its second quarter result on October 12. Most experts feel that the recent fall in the rupee will help boost Q2 earnings of the Indian IT companies like Infosys. Ashwin Mehta from Nomura India too feels that Infosys is likely to benefit most from the rupee's depreciation.

  • HCL Technologies has target of Rs 530: Nomura

    HCL Technologies has target of Rs 530, says Ashwin Mehta, Nomura India.

  • Nomura neutral on Patni

    Ashwin Mehta, Nomura India is neutral on Patni.

  • Discounts doom MphasiS, cloud earnings outlook

    Once a star performer among the mid-tier IT companies, MphasiS has been a laggard this year, especially as a decline in revenue coming via its parent Hewlett Packard (HP) has hurt its earnings in the last few quarters.

  • What discount to multiple does Nomura give HCL Tech vs TCS?

    Ashwin Mehta, Research Analyst from Nomura, in an interview with CNBC-TV18’s Udayan Mukherjee and Mitali Mukherjee, gave his perspective of HCL Tech's fourth quarter performance and divulged his expectations from the company going forward.

  • IT companies smile on ballooning client budget

    The last quarter of FY11 is giving IT companies a reason to smile, all because of bigger client budgets, reports CNBC-TV18's Kritika Saxena.

  • Why does Nomura India give thumbs up to IT sector?

    In an interview on CNBC-TV18, Ashwin Mehta, IT Analyst from Nomura India is bullish on the Indian IT sector performing exceptionally well. While he remains positive on growth for the industry, he says, "We are more cautious on the supply side pressure and growth investments required by the Indian IT companies."

  • See further downside in Mphasis: Nomura

    See further downside in Mphasis, says Ashwin Mehta, IT Analyst, Nomura India.

  • Nomura India negative on midcap space

    Ashwin Mehta, IT Analyst, Nomura India is negative on midcap space.

  • Infosys to lead IT sector growth in FY12: Nomura India

    Indian IT industry has seen a massive expansion in the last decade. This industry signifies India's position as the knowledge-based economy with a sustainable growth rate. In an interview on CNBC-TV18, Ashwin Mehta, IT Analyst from Nomura India said that the Indian IT sector will keep marking growth and he is very positive about it.

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