1. One can undertake an exposure in the software stocks as sooner or later the dollar has to rise against the Indian Rupee and margins of exporters which have been hurt will be recouped.
2. Satyam and TCS had a better strategy in place where it had 20% of revenue coming from thre home market and Infosys had failed to recognise the importance of home turf and is now quick to capitalise on the same.
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29 Nov 2007
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