The global investment bank is of the view that margin-led EPS downgrades are likely to continue for the IT sector in Q2. QoQ growth rates should be in line or better than Q1, said the note.
Nilesh Shah says China’s $1 trillion trade surplus is built on an undervalued Yuan, not just on innovation and competitiveness
Kotak MF’s Nilesh Shah says China’s trade surplus topping $1 trillion in 11 months is not just due to innovation and competitiveness, but also a