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The Big Mo Corner: The Tech Stock With a P/E of 2

 

The Big Mo Corner by Mohit Satyanand.

I should be talking about the budget, right?

And giving you gyaan about whether the Modi-Jaitley combo can come up with a magic package which overcomes the harsh realities of a weak economy.

But I’m not going to – that’s trading territory, and I prefer to focus on the longer-term.

In this case, on the inescapable fact that one of the Indian economy’s abiding stories has been the resilience of the IT exports industry. Since 2003, the sector in which I have made . . .

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