For Infosys and TCS, the COVID boom is ending without profit margin repair
The FY24 profit margins of Infosys and TCS are lower than in pre COVID years
Source: moneycontrol.com
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Road Bumps Ahead in the Reflation Trade Bodes Well for Yen, Poorly for Pound: Q4 Top Trades
The global reflation narrative lost steam going heading into the fourth quarter as Covid's Delta strain weighed on economic activity. That may bode well for the Japanese Yen versus the British Poun...
Source: dailyfx.com