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TRIP CHOWDHRY
Nvidia’s AI surge masks underlying market risks: Trip ChowdhryNvidia's strong earnings are noted. However, an analyst suggests the stock's euphoria may be short-lived. He also believes India's AI data ...
Infosys buyback sensible amid global uncertainty, says Trip ChowdhryInfosys' share buyback is viewed as a pragmatic move amidst global IT challenges, according to Trip Chowdhry, who anticipates similar actio...
Why Indian IT must shift from Nvidia to Intel? Trip Chowdhry explainsThe way I am saying, the tone of the industry has to be set when you know the environment is all about efficiency and tariffs and everythin...
2023 will be brutal year for global economy; no company or country can escape it: Trip ChowdhryEach of the companies from the entire tech pack will suffer either now or later. But there can be a situation that some companies may discl...
As the world goes through a downturn, Indian IT services cos will come out with flying colours: Trip Chowdhry“IT largecaps will do well because the small companies are just providing point solutions. From a long-term perspective, small and mid-size...
IT operating margins to touch 26% over next 2 yearsInfosys is very well positioned to take advantage of the new trends that are in play in almost every geography, says Trip Chowdhry.
Indian IT has to change its cost-arbitrage narrative, focus on skill: Trip Chowdhry‘Infosys, Wipro, TCS should be considered go-to companies for writing high quality, modern IT software products and not because the service...
Infosys needs to conserve cash and win more market share: Trip Chowdhry30% of Infosys’s revenues can easily disappear, says the Co-Founder of Global Equities Research.
Infosys going to be very strong for next 4-5 years: Trip Chowdhry, Global Equities ResearchA secular growth is going to come into almost every major IT services company in India.
Desi funders form collective to take on foreign investorsFunder’s Forum gets ready to compete with marquee Silicon Valley investors, while Pioneering Ventures’ new fund looks to reach a million fa...
Vishal Sikka's exit the start of more crisis in Infosys: Trip Chowdhry, Global Equities"The employees need to be retrained and there is a massive challenges in industry structure and neither does the CEO, neither the board, ne...
Infosys share buyback makes sense only if insiders not allowed to sell: Trip Chowdhry, Global Equities ResearchThere should be a moratorium on insiders, founders and executives from selling their share for the next 5-10 years
Post Q1 numbers, should you buy Infosys stock?FY18 dollar revenue guidance has been raised to 7.1-9.1 per cent from 6.1-8.1 per cent earlier.
Infosys should postpone buyback till shares take a hit: Trip Chowdhry, Global Equities ResearchWith dividends and buybacks, IT sector trying to sugar coat even more bad news that is going to come over the next six to eight months’ tim...
IT stocks can 'ironically' outperform market; time to consider midcaps?Meanwhile, there are experts who feel that if an investor is looking to invest in the sector he/she should consider midcap names like Persi...
A big buyout could drag Infosys stock by 10%: Trip ChowdhryIf you look at in last two-three quarters, Infosys stock has gone nowhere; I really do not know how investors will make money out of it, sa...
Infosys' numbers in line with estimates, Sikka doing the best he can: Trip Chowdhry, Global Eq Research"One can't ignore the fact that the rupee is artificially kept too high. This makes Indian cos uncompetitive compared to peers in China or ...
Indian IT services cos’ prospects look brighter post Infosys results: Trip Chowdhry"The prospects for all the Indian IT services companies look brighter in the macro conditions that currently exist."
Infosys’ focus needs to be on revenue growth: Trip Chowdhry"The focus needs to be on revenue growth and I have not seen the dollar guidance yet, but I have a feeling that we have to see what the new...
Infosys facing problems because of holistic issues: Trip Chowdhry, Global Equities Research"Infosys is just one of the companies which have been having tough problems because of the holistic issues that are facing not just Infosys...