Declining Price Trend in Real Estate The price of both Chinese and Indian real estate have started to decline over the last year. While Indian real estate prices are showing as stagnant, prices in the ultra-luxury space in Delhi and Mumbai have fallen by 20-30%. Note real estate transactions in India are opaque and the [...]

IBM IBM (IBM) continues to perform poorly as the growth declines and margin increases have come to a halt. The company has failed to grow over the last 10 years, as cheaper and nimbler competitors from India such as Infosys (INFY), Cognizant (CTSH) etc. have taken away marketshare in IT services. The company continued to [...]

India Real Estate India’s real estate market has seen price stagnation over the last one to one and half years as buyers have disappeared from the markets, given the stratospherically high prices of apartments and villas. The real estate bubble which is sustained based on constantly rising prices, has seen one of its most fundamental [...]

SolarEdge IPO SolarEdge deals in the solar electronics industry. It is a solar  microinverter company, that optimizes the power from solar panels. The company designs inverters that maximize power generation at the individual PV module level, while lowering the cost of energy. The company has presence in residential, commercial and utility markets. SolarEdge occupies an [...]

Infosys Q3 2015 Results Infosys (INFY) is one of the largest software services company in the world based out of India. The company is a bellwether of the Indian software sector and recently came out with a good set of quarterly results. The stock increased by 6% in the Indian markets, as the company surprised [...]

Procter & Gamble Procter & Gamble (PG) is amongst the leading consumer goods companies globally. It came into existence in 1837. The company has presence in more than 180 countries today, serving around 5 billion people across the globe. The company is a leading house hold brand name owning more than 180 brands currently. Though [...]