Rod Bourgeois
![Rod Bourgeois](/assets/img/authors/unknown.jpg)
Rod Bourgeois
companies indian margins profit utterly year
The profit margins of these companies are utterly unsustainable. And this should be the inflection year for the Indian firms.
current guidance implicit relative seem somewhat steep worry
We still worry that, at the stock's current valuation, implicit expectations seem somewhat steep relative to the guidance we anticipate.