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“Anybody who is not invested to answer your questions can start with small tranches within the midcap IT space. We like a couple of names which we hold in our global list. Cyient we continue to like because of its diversified book, expectations of stable revenue growth and Firstsource Solutions meets a lot of our criteria in terms of revenue expectations, capacity utilisations, decent amount of DSO days and a decent amount of diversified book.” ....
TODAY’S GAME PLAN: from the trading desk, this is not research DATA/HEADLINES 8:30ET Empire Manufacturing, Fed’s Williams speaks; 9:15ET Industrial Production, Capacity Utilization, Manufacturing Production; 9:45ET S&P Global US Manufacturing and Services PMIs TODAY’S HIGHLIGHTS: Detroit Pistons are on pace to be the worst NBA team of all timeGlobal coal use at all-time high ....
TODAY’S GAME PLAN: from the trading desk, this is not research DATA/HEADLINES 8:30ET Retail Sales, Weekly Jobless Claims, Import Export Prices; 10:00ET Business Inventories; 2:00ET Mexico Rate Decision BANK OF ENGLAND MAINTAINS KEY INTEREST RATE AT 5.25% TODAY’S HIGHLIGHTS: Covid Surge Prompts Return of Scanners, Calls for Masks in Asian CitiesBiden administration may subject 48 ....