Strong revenue growth in enterprise application services and earnings stability could improve valuations for HCL Technologies
Magazine | Feb 19, 2010
Momentum
Analysts believe outsourcing surge will drive a multi-quarter earnings upgrade cycle for technology stocks
Magazine | Feb 05, 2010
IT Services
Despite a challenging demand environment, IT companies stage a smart comeback, thanks to superior execution skills and cost control
Magazine | Jan 22, 2010
A shortlist of stocks to buy and sell influenced by promoters’ holding patterns and fundamental changes in the business
Magazine | Jan 08, 2010
Top Down
Rather than competing with larger peers on scale, IT mid-caps choose to specialise in niche areas. Have they got it right this time?
Magazine | Dec 25, 2009
Profit Call
A recovery in technology spend will boost the prospects of BFSI-focused mid-tier Hexaware Technologies
Magazine | Nov 27, 2009
A mild recovery in demand from global banking and financial services improves the outlook for IT companies, but markets seem to have already factored this in
Magazine | Nov 13, 2009
Polaris’ decision to remain a niche player in banking and financial services could work to its advantage as the sector leads the recovery in tech spending
Magazine | Nov 13, 2009
A new and fearsome round of price wars threatens to further unravel the profitability of Indian telecom operators, who are already struggling with falling average subscriber realisations.
Magazine | Oct 30, 2009
Everonn’s significant expansion should earn it an increasing share of the growing spend on education, making it an ideal growth play
Magazine | Oct 16, 2009
Rejiging business focus and greater thrust on geographical diversification will help Patni Computer beat its peers
Magazine | Oct 16, 2009
Cash combined with courage in a market crisis is priceless. If you believe in the India growth story, buy these stocks when all hell breaks loose the next time
Magazine | Oct 02, 2009
IT mid-caps are back in the reckoning, but analysts believe only select firms will be able to prove their mettle
Magazine | Sep 04, 2009
Profit Call
As the world’s third largest agrochemical generics giant, United Phosphorus is well-placed to exploit the opportunities in the most happening segment of the industry
Magazine | Aug 21, 2009
Top Down
The near-term outlook for the technology sector looks bleak given the uncertain demand revival and a strong rupee
Magazine | Aug 07, 2009
Profit Call
A line-up of product launches and a tie-up with Glaxo to exploit emerging market opportunities make Dr Reddy’s an excellent pharma bet
Magazine | Jul 24, 2009
A global slowdown and a strong rupee to temper IT industry growth despite Budget sops
Magazine | Jul 24, 2009