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- Infosys Hitting a Wall
- Ajay Jindal submits: Infosys INFY just isn't growing anymore, as you see in this chart from an Isec report. If you look at total active clients, this number peaked 2 quarters ago. Now, the global economy is contracting, so this is perhaps a result of this. But...
- External links 2009-04-15
- Growth Now a Large Part of Global Valuations
- Ajay Jindal submits: An interesting chart from the Citi report. This clearly shows that growth forms a large part of valuations for MSCI global companies. What is worrying is - the growth component in valuations is more than even in Dec07 or Dec06, the earlier market...
- External links 2009-10-20
- India Sees Trade Bottoms, But Growth Signs Are Inconsistent
- Ajay Jindal submits: Monthly Trade Data Above is a chart from a Goldman report. Both import and exports were in free fall since Oct’08. Export growth rate went negative in Nov’08 itself, while imports went negative in Jan’08. While both are still negative, the fall has...
- External links 2009-12-03
- India's November WPI Is Higher than Analysts Expected
- Ajay Jindal submits: Wholesale inflation in India has come out at 4.78% for November, and it appears that analysts are somewhat surprised. Sonal of Nomura writes: India’s WPI inflation rose more than expected by 4.78% y-o-y in November from 1.34% in October (Consensus: 4.20%), led by higher...
- External links 2009-12-16
Additional Resources
- A Strategic Industry Analysis of the Indian Commercial Aviation Suppliers Market - the Road Ahead!
- LONDON -- The Aerospace and Defence Group at Frost & Sullivan is pleased to announce its 2008 Quarterly Analyst Briefing Presentation on the Indian Commercial Aviation Suppliers Market to be held on Wednesday, July 16, 2008 at 15:00 BST. Leading Research Analyst, John Siddharth, has recently completed a strategic...
- Research articles 2008-07-04
- Reliance Communication debuts on the Indian stock markets, opening above analyst expectations and pushing telecom stocks up
- Reliance Communication debuts on the Indian stock markets, opening above analyst expectations and pushing telecom stocks up. Reliance was listed as a separate entity after it was split off from India's largest private sector company Reliance Industries.
- Research articles 2006-04-01
- The Evolution of the Indian Aerospace Sector
- PALO ALTO, Calif. -- The Economic Research and Analytics practice at Frost & Sullivan is pleased to announce its 2008 Quarterly Analyst Briefing Presentation on the Indian Aerospace market to be held on Tuesday, June 17, 2008 at 8:00 a.m. PDT. The Indian commercial aerospace industry is in a...
- Research articles 2008-06-10
- Executive Analysis of the Indian Defense Industry
- LONDON -- The Aerospace & Defense Practice Group at Frost & Sullivan is pleased to announce its 2008 Quarterly Analyst Briefing Presentation on the Indian Defense Industry to be held on Thursday, April 10, 2008 at 4 p.m. CET. Indian Defense Industry: Investment Opportunities to Jet Set to Greater...
- Research articles 2008-04-07
- IndiaStockMarket.com Presents "Twenty Six Blue-Chip Companies in India" -- An Exclusive Feature by Well Known Market Analyst Dr. Udaylal Pai
- www.IndiaStockMarket.com, a global investor portal about the Indian stock and investing sector, is pleased to provide investors an exclusive report on India's Stock Markets. The article features twenty-six Indian blue-chip companies, with a brief overview of each. The report was prepared by Dr.Udaylal Pai, a journalist, market analyst, and author,...
- Research articles 2004-11-10
- Indian IT Stocks: Time to Bail?
- Eric Savitz (Barron's) submits: With worries about corporate technology spending rising, and the financial sector in turmoil, it might be time to step away from the Indian IT services companies. Bhuvnesh Singh, an analyst with Credit Suisse, this morning cut his recommendation on the sector to Underweight from...
- External links 2008-09-24
- Should Infosys and Wipro Trade at a Premium?
- Ajay Jindal submits: Infosys INFY and Wipro WIT are quoting at around 16x forward, and twice have even gone down to 13.5x forward. This chart shows that there is no valuation premium for India’s IT leaders over the rest of the Indian market. Is that fair? Perhaps not. While...
- External links 2008-08-10
- Construction Chemicals - the Future Building Blocks?
- Frost & Sullivan Invites You Join in for an Interactive Discussion on Tuesday, November 27, 2007 MUMBAI, India -- The Chemicals, Materials and Food Practice at Frost & Sullivan will host its exclusive analyst briefing webinar on Indian Construction Chemicals to be held on November 27, 2:30 pm SGT...
- Research articles 2007-11-22
- Indian Food Industry on Fast Track
- PALO ALTO, Calif. -- The Economic Research Analytics practice at Frost & Sullivan is pleased to announce its 2008 Quarterly Analyst Briefing Presentation on the Indian food industry to be held on Tuesday, March 4, 2008 at 8:00 a.m. PST. After China, India is the second largest producer of...
- Research articles 2008-02-28
- GM, China Partner Take Aim at Booming India Market
- By Fang Yan and Soyoung KimSHANGHAI/DETROIT (Reuters) - General Motors and its Chinese partner SAIC Motor are to make small cars and commercial vehicles in India, taking a successful 12-year Chinese partnership into one of the world's fastest growing auto markets.GM, which is restructuring as it emerges from bankruptcy, will...
- News items 2009-12-04
- DTN News: India To Install Radars In Maldives
- DTN News: India To Install Radars In Maldives*Source: DTN News / Defense MediaNSI News Source Info NEW DELHI, India - August 23, 2009: India will help the Republic of Maldives build a maritime surveillance system, among other defense-cooperative measures agreed to during the Aug. 20-22 visit of India Defence Minister...
- News items 2009-08-24
- Cairn Energy.
- Cairn Energy will return GBP481m to shareholders from the Indian flotation of new subsidiary Cairn India - the amount is in line with analyst expectations, but earlier than expected. The cash return will be structured as a B-share issue equivalent to Cairn Energy will return GBP481m...
- Research articles 2007-03-02
- Asia's richest man takes 66% pay cut
- Mukesh Ambani, Asia's richest man, who is spending about $1bn to build a lavish 27-storey house and buy his wife a luxury Airbus jet, this week gave himself a 66 per cent pay cut. In cutting his compensation to "set a personal example of moderation in executive compensation", Mr Ambani,...
- News items 2009-10-16
- Fraud-hit Satyam names audit firms as probe widens
- By Devidutta Tripathy HYDERABAD, India (Reuters) - India's fraud-hit Satyam Computer Services Ltd named two audit firms on Wednesday to restate its results after being caught in the country's biggest corporate scandal, threatening its survival. KPMG and Deloitte will restate results prepared by Satyam's previous auditor, the Indian unit of...
- News items 2009-08-07
- GM, Chinese partner join forces in India
- Beijing -- General Motors Co. and its main Chinese partner announced a venture today to sell vehicles in India, uniting in the two fastest-growing car markets in a deal that reflects GM's reduced status as a global automaker. As part of the deal, GM gave majority ownership of its main...
- News items 2009-12-04
- Privatization is boosted in India with two sales.
- Feb 6, 2002 The Asian Wall Street Journal ABIX via COMTEX -- The privatisation agenda of the Indian Government was revived at the start of February 2002. An analyst at SMIFS Securities, Sanjay Chhabaria, says that the Indian Government is being more forceful about...
- Research articles 2002-02-07
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