Tag Archives: Infosys

Will IT stocks continue their strong performance post Q2FY22 earnings?

Now the moot question is whether the re-rating of Indian IT companies will continue beyond Q2FY22 earnings season? And it remains equally interesting to see whether the IT sector continues to outperform or becomes a market performer.

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IT stocks have skyrocketed! Should you pop them off?

IT Stocks

Current valuations of IT companies are expensive as compared to their historic valuations. But in the last 10-15 years, the investment cycle has also not been as strong as it currently is.

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Will Indian IT companies continue to outpace expectations?

Markets have lots of expectations from IT companies in Q4FY21 and beyond. It’s difficult to estimate how much of the good news is already in prices.

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Are you reading the Q3FY21 report card of IT companies the right way?

Going by quarterly numbers and the subsequent management commentary, it seems that technology is perceived as the only dependable solution to most of the problems faced by corporates across the globe.

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Recovery may be underway; but markets might be reflecting it already

The revival might be underway and as the earnings season progresses the shape of the recovery curve will become clearer.

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6 essentials of a long-term equity portfolio

Bluechip companies benefit disproportionately as a country prospers. However, smaller yet well-managed companies also stand to gain in the process of economic growth.

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