INFY : Analysis & Opinions

  1. Change has finally come to India. The election of a business-friendly reformer appears to be the spark that will send Indian equities higher.

    India Remains An Emerging Market Bright Spot

    September 29, 2014
    Change has finally come to India. The election of a business-friendly reformer appears to be the spark that will send Indian ...
  2. A major election win could finally be the spark that will send Indian equities higher and up their potential. For investors, the time could be right to be on the merging market nation.

    Election News Is A Huge Positive For Indian Equities

    December 24, 2013
    After a few years of disappointment, change may be coming to India. A major election win could finally be the spark that ...
  3. Infosys Hints At What It Can Do

    July 12, 2013
    A surprisingly strong quarter from Infosys may be only a glimpse of things to come.
  4. The Rupee's Plunge: An Opportunity? - Analyst Blog

    July 10, 2013
    The Indian Rupee hit a new record low against the dollar this Monday.
  5. Weak Consulting Stings Accenture, But The Valuation Is Interesting

    June 28, 2013
    A softening IT spending environment is a real challenge, but Accenture's long-term value looks intriguing.
  6. Infosys Struggling To Make The Changes

    April 15, 2013
    The unsatisfying results that Infosys has reported recently, combined with pretty non-specific guidance, has created a pretty ...
  7. Reshoring Bringing Back Jobs to USA - Analyst Blog

    February 4, 2013
    The 'offshoring' movement had a profound deleterious effect on the U.S. job market. Entire industries such as electronics, ...
  8. Earnings Preview: Cognizant - Analyst Blog

    November 6, 2012
    Cognizant Technology Solutions Corporation (CTSH) is expected to report revenues of approximately $1.875 billion in the third ...
  9. IBM's Soft Sales Bring A Chill To Tech

    October 18, 2012
    IBM's sluggish sales performance will worry tech investors.
  10. Is Infosys Losing Ground In IT Services?

    October 16, 2012
    Infosys hopes to reverse softer growth and weakening margins. Investors may find this to be a good time to buy.
  11. Dell Using Big Blue's Play Book

    July 9, 2012
    Dell is on the right path as it looks to gain exposure to faster-growing, more profitable businesses in the technology sector. ...
  12. Stimulus Bodes Well For Indian Stocks

    June 13, 2012
    Due to slowing economic growth, India's government has recently outlined some preliminary measures to boost its industrial ...
  13. Xerox Investors Waiting for Growth

    April 25, 2012
    Xerox needs more tangible signs of both sales and profit growth.
  14. Accenture Seemingly Unstoppable

    March 28, 2012
    Accenture's stock arguably deserves a premium pricing to key rivals.
  15. Healthier IT Markets Helping Accenture

    March 26, 2012
    Accenture's bookings numbers support the idea that overall market conditions are still pretty healthy.
  16. Does The Market Expect Trouble At Accenture?

    October 3, 2011
    Accenture seems too cheap even in a recessionary economy.
  17. Despite Inflation Woes India Outshines In Asia

    September 23, 2011
    Despite its inflationary pressures, India's strength and investment potential continues to grow.
  18. India's Infrastructure: Much Work To Be Done

    May 18, 2011
    India represents much opportunity. However, until it gets its infrastructure in order, that potential will be muted.
  19. IBM: Big, Blue, And Kinda Cheap

    January 20, 2011
    IBM is big and old, but hardly past the point of relevance.
  20. Growth In Unusual Countries

    December 24, 2010
    Looking for growth outside the U.S.? Check out Switzerland, Poland and India!
  21. India's Outsourcing Star Still Shines

    October 19, 2010
    The tech spending rebound is helping Infoysys boost its outlook.
  22. 5 Software Stocks Worth A Closer Look

    October 13, 2010
    These five software companies could all offer above-average performance to risk-tolerant shareholders.
  23. Accenture A Free-Cash-Flow Machine

    October 5, 2010
    Accenture made it through the credit crisis with minimal disruption to its operations.
  24. Ways To Play India

    January 18, 2010
    Despite the sizzling market return in India last year, there are still some great ETFs to consider.
  25. India's Elephant-Sized Opportunities

    January 12, 2010
    India offers strong growth through 2010, and ETFs are the best way to play it.
  26. Big Blue Still Seeing Green

    October 19, 2009
    Despite a recent run up in IBM's shares, there is still room for more shareholder returns.
  27. India's Outsourcers Losing Steam

    April 24, 2009
    Reduced business volumes and falling prices spell tough times for India's IT outsourcing companies.
  28. India's Middle Path Leads To Prosperity

    October 24, 2008
    A prudent blend of free market practices and state controls has put India in better position to weather the global slowdown ...
  29. Actively Managed ETFs

    August 5, 2008
    Actively managed ETFs need more time to run before investors can truly determine if passive management is superior.
  30. Shariah Compliance Principles

    July 11, 2008
    Shariah compliant investments have social and financial rewards.
  31. Wipro Outsourcing Suggests IT Trend (WIT)

    January 21, 2008
    Rising wages and a soaring rupee are making India an increasingly expensive choice for IT work.
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