Most of my investment interests and research center on financial companies particularly banks and insurance companies both of which I have significant experience dealing with. In light of that, one might wonder why I think IT company Genpact (G) is an interesting investment. The key here is that Genpact provides business process services that are widely used across the financial sector and other fields, including in the insurance industry.
With a lot of economists expecting 2014 to be a significant growth year for capital expenditures by many firms, and the financial field finally starting to definitively move beyond the Crisis, I think Genpact could see a significant increase in sales this year. At my firm for example, senior...
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