Practitioners’ Insight: Information Technology Sector

Events

5:30–6:30 p.m., 29 March 2018
Online, India

CFA Institute

Featured Speaker:

Sudheer Guntupalli
Lead Analyst
Ambit Capital

Shreenivas Kunte, CFA (Moderator)
Director, Continuing Education and Advocacy
CFA Institute

Register

This webinar will take place at 5:30 p.m. IST. Convert to your time zone here.

Summary

The information technology (IT) sector is currently one of the most popular yield plays in Indian financial markets.  Asset light business models, relatively high return ratios, good managements, and decent corporate governance practices make it a favorite of investors. However, a lack of adequate data, frequent changes in technology trends, and its dependence on the global macroeconomic environment makes the forecasting process for this sector relatively challenging. In this webinar, Sudheer Guntupalli, technology analyst at Ambit Capital, will share his insights on how different drivers of the IT sector can be modeled. In addition, he will also highlights the basic accounting and pilferage checks that can be carried out by an analyst to identify potential red flags within reported financials of a company.   

Topics
  • Equity Investments:
    • Fundamental Analysis (Sector, Industry, Company) and the Valuation of Individual Equity Securities
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