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    1. From Barron’s, May 18, 2015 (Part 1)

      Commentary

      Sat, 16 May 2015

      less attractive although DEG itself is attractive. Pg M8, Asia: Growth in Indian IT sector [Tata Consultancy, Infosys/ INFY , Wipro/ WIT , HCL Technologies] has slowed while the valuations are rich. Pg M8, Emerging Markets: Rebound in crude oil

    2. Outsourcing 2.0: Which IT Service Firms Are Ready?

      Video Reports

      Wed, 8 Apr 2015

      three major Indian IT service vendors--Tata Consulting (TCS), [TICKER:WIT] Wipro (WIT), and [TICKER: INFY ] Infosys ( INFY ). For these vendors, the past decade or so has been characterized by hypergrowth, which has been driven by advantages

      INFY found at 0:13

      for the three major Indian IT service vendors--Tata Consulting (TCS), [TICKER:WIT] Wipro (WIT), and [TICKER: INFY ] Infosys ( INFY ). For these vendors, the past decade or so has been characterized by hypergrowth, which has been driven by advantages in labor arbitrage
    3. Outsourcing 2.0: IT Services' New Wave

      Headlines

      Fri, 3 Apr 2015

      Over the past decade, Indian IT services providers Tata Consultancy Services TCS, Wipro WIT, and Infosys INFY have emerged from relative obscurity to become IT services behemoths rivaling traditional Western incumbents such as Accenture

    4. Don't Make Emerging Markets Your Investing Blind Spot

      Headlines

      Tue, 9 Dec 2014

      thought of investing in companies from emerging markets may provoke a sense of unease. Firms such as China Mobile CHL, Infosys INFY , and OAO Gazprom OGZD aren't exactly household names here. Yet, many U.S. investors already own emerging-markets companies

    5. Current Holdings - November

      Commentary

      Sat, 1 Nov 2014

      83% BRFS 0.83% CII 0.95% CNK 3.39% EMC 0.92% FDP 2.06% FTR 0.42% GIII 2.54% HRG 0.42% HST 2.99% INFY 6.42% MPV 0.87% MPWR 4.25% TSN 1.29% WFC 5.10% Stocks 35.28% DMO 3.88% EHI 3.82% FLC 1.29% FPF 3

    6. From Barron’s, July 14, 2014 (Part 1)

      Commentary

      Sat, 12 Jul 2014

      equipment suppliers, and media. But the domestic consumer companies already have high valuations. And Indian multinationals [ INFY , TTM ] will not benefit as they are more tied to the markets outside India. On the election of the new president Widodo , and

    7. Don't Make Emerging Markets Your Investing Blind Spot

      Headlines

      Mon, 9 Dec 2013

      thought of investing in companies from emerging markets may provoke a sense of unease. Names like China Mobile CHL, Infosys INFY , and OAO Gazprom OGZD aren't exactly household names here. Yet many U.S. investors already own emerging-markets companies

    8. Similar Names, Very Different Portfolios

      Headlines

      Tue, 19 Nov 2013

      average market cap is about $10 billion, and its top five positions include heavyweights Reliance Industries RELIANCE and Infosys INFY , each of which takes up more than 7% of this fund's assets. Neither of those giants appears anywhere in Dreyfus India

    9. Wipro Posts In-Line 1Q Earnings, Provides Encouraging Outsourcing Demand Outlook

      Commentary

      Mon, 29 Jul 2013

      basis points year over year) driven by wage hikes which were initiated in early June. We have witnessed firms such as Infosys INFY institute similar wage increases, which may have triggered Wipro's increase as a means of guarding against attrition.

    10. From Barron’s, July 15, 2013 (Part 2)

      Commentary

      Sat, 13 Jul 2013

      Latino markets [ CMCSA, MOH, HRL ] and a variety of companies [ MO, CMG, APP ]. Hurt may be outsourcers [ CTSH, WIT, INFY ], private prison operators [ CXW, GEO ], and money-transfer services [ WU ]. Pg 20: The US-Mexico border fence in the

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