98: TCS, Infosys leave Accenture far behind on valuations

Global IT giant Accenture is double the size of India's largest IT company TCS. Yet Accenture's valuations are comparatively far modest. What explains this divergence? Indian investors are far more excited about the prospects of IT companies than in the US. The difference, it seems, lies in the composition of Indian and US markets.

132 Episodes

01 Nov 2024

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120: TCS sees significant cloud opportunities but valuations leave no room for error

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117: RBI unperturbed by liquidity yet, but odds for rate cuts lower

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114: Why Nielsen data contradicts good Q2 show by listed FMCG firms

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