Credit Suisse believes Great Britain pound depreciation will drive a multi-year outperformance for Jaguar Land Rover in a way similar to what happened with the Japanese yen for the Japanese stocks.
Rostow Ravanan of Mindtree says currencies moving all over the chart has become the new normal. He believes there may be a 100-150 bps impact on dollar revenue due to the cross-currency headwinds. However, he expects constant currency operational performance to be stable.
Nirmal Bang has come out with its fundamental outlook on Great Britain Pound.