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Monday, March 06, 2006
Some friends asked my views on some contrarian views that are getting heard by focusing on the trailing PE’s. I am just wondering how the forward looking P/E trend could look like. Well, as a matter of policy, I do not discuss stock prices/movements in public. All I can say is that these type of analyses would help understand India and its tech sector better. Contrarian views are always helpful. My personal views here : I just want to highlight that particularly in the services sector, given the fact that there are expectations of consolidation of the global nine in the outsourcing industry & as that projections show, traditional big six on shaky grounds in clinching new IT outsourcing deals, one needs to feel differently about the trends. Field level reports indicate huge advances being made - to give an idea of the scaleups that are happening in Tier 1 offshoring companies – public information show that Tier 1 companies are already recruit at a minimum rate of 250-350 consultants every Monday morning – besides several initiatives like global facilities & recruitments by all TIER 1 Players. I am sure when the history of offshoring is written in five – seven years from now, when new leaders including some offshoring majors find a list in the top five of the services industry – the phenomenon called scaling up would be seen as a world record beater across industries - all time, I bet.These are lead indicators of the growth about to happen and I only see the growth opportunities increasing in the near future.
Category :Emerging Trends |
|Sadagopan's Weblog on Emerging Technologies, Trends,Thoughts, Ideas & Cyberworld