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Infosys Technologies INFY

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    1. 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

    2. 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

    3. 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

    4. 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

    5. 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.

    6. 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

    7. Infosys Delivers Solid Fiscal 1Q Results and Reiterates Outlook, but Pressure Remains Intense

      Commentary

      Fri, 12 Jul 2013

      Infosys INFY posted fiscal first-quarter results that surpassed our expectations on the back of client additions and a number of large contract

    8. Narayana Murthy Returns to Infosys as the Firm Attempts To Accelerate Its Turnaround Effort

      Commentary

      Mon, 3 Jun 2013

      Infosys INFY announced over the weekend that N.R. Narayana Murthy, one of its founders, is back with the company as its executive chairman

    9. Infosys' Struggles Far From Over, but We Continue to Believe in Firm's Long-Term Potential

      Commentary

      Fri, 12 Apr 2013

      Infosys INFY started its fiscal 2013 last April on a dismal note and ended it in the same fashion. For the second consecutive year, Infosys

    10. Lowering Wipro's Fair Value Estimate Following the Demerger of Non-IT Businesses

      Commentary

      Tue, 9 Apr 2013

      being one of the largest offshore IT service providers, Wipro was never really considered in the same league as TCS or Infosys INFY because of its exposure to non-IT related business. We are retaining our narrow moat rating for Wipro given that IT services

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