Indian IT Services Revisited: Picks and Pans with Wium Malan

On this episode, we're happy to welcome back Insight Provider Wium Malan, who shares an updated view on key IT services companies in India. The session covers Tata Consultancy Svcs (TCS IN), Infosys Ltd (INFO IN), Wipro Ltd (WPRO IN), and Hcl Technologies (HCLT IN), as Indian IT services companies expect significant growth in FY2022 - albeit off a low base. Is this the start of a hyper-growth period, and has this already been priced into their lofty valuations? Smartkarma subscribers can access Wium's presentation here: https://skr.ma/sjkiARkda8paKbxL7 Wium Malan is a Global Equity Analyst with 13+ years of experience on the Buy-side covering companies in Emerging and Developed markets. He specialises in Fundamental and Quantitative analysis on companies in the Internet, Telecommunication, Media, Technology, IT Services, Healthcare, Pharmaceutical, and other Industrial sectors. Follow his work: https://skr.ma/g7RwpQxiE2EWSkRU6 You can listen to the previous podcast episode featuring Wium Malan's picks and pans here: https://bit.ly/3fA8vQl This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.