By August 28, 2012 Read More →

BPO Analysts Take on the Market Notes from Our NelsonHall Fireside Chat | Market Analysis

Back to Market Analysis home

INVESTMENT CONCLUSION:
We caught up with BPO industry analysts NelsonHall. First half 2012, BPO deal conversion rates have been hampered by macro factors and risk aversion following a strong 2011, potentially leading to pent up demand. There is an increasing focus on domain expertise, which translates into a Race Up the Value Chain. The pricing environment remains disciplined. If slower conversion rates persist (there have been encouraging signs in recent months), it could impact 2013 as vendors are working through a healthy 2011 backlog in 2012. The Race Up the Value Chain favors those with
consulting (front end) capabilities such as Accenture, IBM, and to some extent Cognizant. Our BUY rated names are
IBM, Accenture, Cognizant, Syntel, Virtusa, Genpact, WNS, and EXLService.

Back to Market Analysis home

For more information, please contact:

Joseph D. Foresi
617-557-2972

Posted in: Market Analysis

Post a Comment

Your email address will not be published.

( required )

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <strike> <strong>