Table of Contents
Sections Pages
IT Services companies – Valuation matrix 3
Focus Charts 4-5
IT Services – Long road to recovery 6-9
Financial services rebound – Is this for real? 10-12
ESS –weaker for longer 13-14
Offshoring story not impacted by the cycle 15
Tactical indicators 16-17
Stock picking strategy 18-23
Company Section
Infotech 25-35
Hexaware 36-41
Patni 42-48
Polaris 49-56
MindTree 57-63
Appendix 64