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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!


















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TCS vs. Infosys: What do the CEOs' say?

Jul 11, 2013

Equitymaster uses the examples of TCS and Infosys to understand how to analyse the CEO's letters to shareholders

What if Infosys stepped up on its selling expenses?

Jun 27, 2013

Equitymaster explores whether an increase in selling expenses would have a meaningful impact on Infosys' share price performance

Is Infosys now open to acquisitions?

Jun 19, 2013

Equitymaster presents its view on Infosys's decision to earmark funds for acquisitions in Europe

IT stocks: Attractive again?

Mar 8, 2013

Equitymaster discusses whether Indian IT stocks remain attractive.

Infosys and TCS: Currency & Subcontracting

Aug 29, 2012

Equitymaster talks about the depreciating rupee, subcontracting costs and their respective effect on Infosys and TCS.

1QFY13: TCS v/s Infosys

Aug 24, 2012

Equitymaster talks about the 1QFY13 performance of TCS v/s Infosys with particular reference to pricing

Infosys v/s Wipro: The final frontier

Jun 13, 2012

Equitymaster compares the return ratios as well as valuations of the 2nd and 3rd largest Indian software companies, Infosys and Wipro

Infosys: Time for a P/E de-rating?

May 2, 2012

Equitymaster talks about whether time has come for Infosys to face a de-rating.

Infosys v/s Wipro: Strategies and numbers

Apr 11, 2012

Equitymaster discusses the growth strategies and financial performance of the 2nd and 3rd largest Indian software companies, Infosys and Wipro

Infosys v/s Wipro: Their business strategy

Apr 4, 2012

Equitymaster discusses business strategies of the 2nd and 3rd largest Indian software companies, Infosys and Wipro

Will Infosys and TCS disappear in 8-10 years?

Mar 28, 2012

Equitymaster discusses the long term prospect of Indian software companies.

Infosys v/s Wipro: Which is better?

Mar 21, 2012

Equitymaster give a comparative analysis of the 2nd and 3rd largest Indian software companies, Infosys and Wipro

Are investors overcautious on Infosys?

Aug 23, 2011

"Are investors overcautious on Infosys?" evaluates the reasons for Infosys' under-performance relative to peers.

New Commerce: Everything is going nano

Jul 30, 2010

Equitymaster discusses how India and the world is moving to low cost offerings and how technology is needed to enable it .

IT Stocks: Ready to move up?

Jul 20, 2010

Equitymaster discusses the stock price performance of the top three IT companies, comparing their P/E band valuations

Infosys vs. TCS: Round 4

Jul 8, 2010

Equitymaster discusses rivalry between TCS and Infosys with focus on their revenue growth, operating margins and exposure to Europe

Infosys vs. TCS: Round 3

Jul 1, 2010

: Equitymaster discusses the close rivalry between TCS and Infosys seeing how the compare based on their most important resource

Infosys vs. TCS: Round 2

Jun 28, 2010

Equitymaster discusses the close rivalry between TCS and Infosys seeing which of the two has better operating margins with room to grow them

Infosys vs. TCS: Round 1

Jun 24, 2010

Equitymaster discusses the close rivalry between TCS and Infosys and sees which of the two score better as per the P/E ratio

Indian IT: This 'cloud' has a golden lining!

Jun 22, 2010

Equitymaster discusses cloud computing, its cost, benefits, and the impact it will have on India.


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