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akashnehra • Stockfuse Continuum (US) • Jan 2022
Automatic trade executed by Stockfuse to ensure margin compliance.
DUKE_RAD_INVESTMENTS • Duke Emerging Market Portfolio Management (Fall 2021) • Nov 2021
We are reducing our position in INFY to lock in gains after a strong trading day.
nicolaslappalainen • Aalto Investment management game (Fall 2021) • Nov 2021
steadily increasing revenues from $10.9 billion in 2018, $11.8 billion in 2019 and $12.8 billion in 2020. India-based technology company that provides business consulting, outsourcing, digital and engineering services internationally. The company has exhibited strong performance and will continue to
DUKE_EKSX_PARTNERS • Duke Emerging Market Portfolio Management (Fall 2021) • Nov 2021
As the digital economy continues to encrouch on our daily lives, Infosys appears primed to continue capturing marketshare through its IT solutions business. Further, increasing digitization provides opportunity for the company to collect and resell consumer data in unregulated markets. This leads our firm to expect 3.79% upside in the security's valuation through year-end.
DUKE_KOMODO_INTERNATIONAL • Duke Emerging Market Portfolio Management (Fall 2021) • Oct 2021
Indian government IT spending is projected to total $8.3 billion in 2022, an increase of 8.6% from 2021. As the year draws to a close, this gradual increase in spending will ramp up. Furthermore, India just announced a huge investment into infrastructure, and the IT backdrop will be needed to help support this spending and transition.
DUKE_ALL_CAPITAL • Duke Emerging Market Portfolio Management (Fall 2021) • Oct 2021
Stock dipped in price, not clear what caused it aside from systemic global economic issues so we are purchasing more shares since we anticipate the stock to climb in the next 1 month time horizon before trading ends
MorrisMarketNeutralT • Stockfuse Continuum (US) • Oct 2021
Automatic trade executed by Stockfuse to ensure margin compliance.
DUKE_INTERLAGOS_PARTNERS • Duke Emerging Market Portfolio Management (Fall 2021) • Oct 2021
Infosys is an Indian technology corporation that provides consulting and IT services to several large clients. They are the second-largest player in the Indian market, behind Tata Consultancy Services. Tata has recently seen a large decline in share price "on fears that large deals that drove most of its growth in the past year were drying up." One Indian stock analyst group stated in an article from today that "with mega deals largely missing for the industry in the last 2-3 quarters, this situation could play out for Infosys too after a great FY21 on lumpy deals." Infosys also boasts a low beta, reported at 0.61, according to YahooFinance, and are one of the top ten holdings within the Vanguard EM ETF, implying a trusted market consensus position that we agree with. They report earnings this Wednesday, which we expect to be positive. This is our first entrance into the Indian EM.
Stonkmaster1234 • Aalto Investment Management Game (Fall 2020) • Nov 2020
Adding weight to the now smallest position in order to keep the weights of the fund closer together at approximately 5% of securities GPV. This will also bring us closer to to our leverage goal of 1.90.
EmergeCapital • Duke Emerging Market Portfolio Management (Fall 2020) • Nov 2020
We need to liquefy assets
Money4Jam • Duke Emerging Market Portfolio Management (Fall 2020) • Oct 2020
Decreasing our positions in everything