Core Viewpoint - Infosys has been recognized as one of the top 3 most valuable IT services brands globally, with a brand value of USD 16.4 billion and a 15% CAGR over the last six years, highlighting its strong market position and growth trajectory [1][3]. Group 1: Brand Recognition and Value - Infosys is ranked as the third most valuable IT services brand in the world according to Brand Finance's Global 500 2026 report [1][3]. - The company achieved a Brand Strength Index (BSI) score of 86.8 out of 100, improving its ranking by 16 places from the previous year [1]. - Infosys has demonstrated exceptional growth with a brand value CAGR of 15% over the past six years, reflecting strong demand for its services [3]. Group 2: Strategic Initiatives and Offerings - Infosys is committed to enhancing human potential through transformative enterprise AI solutions, which distinguishes it in the market [2]. - The company offers a suite of AI-powered solutions, including Infosys Topaz™, Infosys Cobalt™, and Infosys Aster™, which support businesses in their digital transformation journeys [2]. - Infosys has established strong partnerships and collaborations, such as a decade-long partnership with ATP and brand ambassadorships with international tennis stars, further enhancing its brand equity [3]. Group 3: Ethical Leadership and Sustainability - Infosys has been recognized as one of the World's Most Ethical Companies by Ethisphere, showcasing its commitment to trust and excellence [4]. - The company has achieved carbon neutrality for six consecutive years and has empowered millions through digital skilling initiatives [4]. - Infosys' ESG Vision 2030 emphasizes delivering transformative solutions while fostering inclusivity and creating sustainable value for businesses and communities [4].

Core Insights - MedExpress, a leading UK-based online pharmacy, has implemented Quadient Impress to enhance the efficiency of medical correspondence and reduce administrative workload [1][2] Group 1: Implementation and Benefits - Quadient Impress automates the entire outbound communications process, allowing organizations to digitize manual tasks and maintain regulatory compliance [2][4] - The platform helps reduce production costs, cut carbon emissions, and reallocate resources to higher-value work [2] - MedExpress has provided prescription medication for over 1.5 million customers in the UK since its launch in 2013 [2] Group 2: Operational Efficiency - Up to 1 million letters are generated and dispatched monthly through Quadient Impress, significantly reducing paperwork and manual tasks [3] - The solution has enabled MedExpress to process thousands of medical letters daily with minimal effort, eliminating errors associated with manual preparation [5] Group 3: Strategic Vision - Quadient emphasizes the importance of combining intelligent automation with transparency and responsibility in communication [4] - The collaboration between Quadient and MedExpress highlights the role of automation in simplifying regulated processes and enhancing trust among stakeholders [4]

Investment Rating - The report does not explicitly provide an investment rating for the judiciary sector in Nepal, but it emphasizes the importance of sustained financial investment for the digital transformation process. Core Insights - The judiciary of Nepal, led by the Supreme Court, is prioritizing digital transformation to enhance service delivery and address constraints in justice services, as outlined in its five-year strategic plans and ICT Masterplan [16][20][37]. - The readiness assessment identifies three strategic pillars for digital transformation: organizations and processes, people and skills, and applications, technology, and infrastructure, which are essential for a successful transformation [18][41]. - The report highlights the need for a comprehensive approach that includes technological advancements, organizational changes, capacity building, and effective communication strategies to achieve a more efficient and transparent justice system [34]. Summary by Sections Chapter 1: Introduction - The judiciary has been integrating digital technologies since 2004, with digital transformation being a key agenda in the 5th Five-Year Strategic Plan (2024–2029) [37][38]. - The assessment aims to identify policy issues and operational options for effective digital transformation, providing input to the Supreme Court's strategic plan [38]. Chapter 2: Pillar 1 – Organization and Processes - This pillar outlines the context for ICT integration in the judiciary, emphasizing access, transparency, accountability, and the legal framework necessary for digital transformation [51][52]. - The Supreme Court's ICT Masterplan aims to unify disparate case management systems and replace paper-based processes with a centralized digital system [59][60]. Chapter 3: Pillar 2 – People and Skills - The assessment analyzes staffing conditions and training needs for judicial staff to support ICT reforms, highlighting the importance of human resources in effective institutional performance [43]. Chapter 4: Pillar 3 – Applications, Technology, and Infrastructure - This pillar reviews the technological status of the judiciary, focusing on case processing, automation, and cybersecurity, and emphasizes the need for improved infrastructure and interoperability [44][60]. Chapter 5: Recommendations for Accelerating Digital Transformation - The report provides eight key recommendations, including advancing business process re-engineering, developing an enterprise architecture, strengthening information management, modernizing IT resources, digitalizing judicial services, enhancing cybersecurity, implementing a capacity-building program, and formulating a change management strategy [24][25][26][27][28][30][31][33].

Investment Rating - The GovTech Maturity Index (GTMI) categorizes economies into four groups based on their GovTech maturity: Group A (Extensive), Group B (Significant), Group C (Medium), and Group D (Low) [15][27]. Core Insights - Global GovTech progress since 2022 has been positive but uneven, with a widening digital divide between higher-income and lower-income economies. Europe and Central Asia, along with North America, lead in GovTech maturity, while Africa lags behind [17][39]. - The GTMI 2025 results indicate that 41% of economies are in Group A, an increase from 35% in 2022, while Groups B, C, and D have seen declines [27][30]. - Significant advancements have been made in adopting core government systems, digital public service delivery, and GovTech enablers, although challenges remain in citizen engagement and the implementation of certain systems [20][65]. Summary by Sections GovTech Maturity Index Overview - The GTMI provides a snapshot of digital transformation across 197 economies, identifying gaps and opportunities for improvement through 48 key indicators [10][12]. Core Government Systems Index (CGSI) - Notable progress in adopting Government Cloud, Enterprise Architecture, and Interoperability Frameworks has been reported, with 16% to 20% of economies establishing these systems since 2022 [20][51]. - However, setbacks occurred in the implementation of payroll systems and Human Resource Management Information Systems (HRMIS) in fragile and conflict-affected countries [20][52]. Public Service Delivery Index (PSDI) - Over 75% of economies have adopted online tax service portals and e-payment services, with significant improvements in online public service portals and pension online services [20][54]. - Approximately 39% of economies do not have a fully operational online public service portal, indicating room for growth [54]. Digital Citizen Engagement Index (DCEI) - CivicTech approaches lag behind other GovTech areas, with only 31% of economies publishing citizen engagement statistics, highlighting a need for improved transparency [59][60]. GovTech Enablers Index (GTEI) - Progress in developing digital skills strategies and public sector innovation strategies has been observed, with 25% to 26% of countries showing improvement since 2022 [65][66]. - The establishment of dedicated data governance entities and policies for GovTech startups has increased, indicating a growing focus on innovation and governance [66][67].

Core Insights - Digital platforms are becoming a crucial driver for The Home Depot, Inc. as it adapts to a challenging retail environment, with online comparable sales rising approximately 11% year over year in Q3 FY25, significantly outpacing the overall comparable sales growth of 0.2% [1][8] Digital Transformation - The main factor behind the digital growth is enhanced fulfillment capabilities, with faster delivery speeds increasing customer satisfaction scores by over 400 basis points [2] - Home Depot is focusing on the high-value Pro segment through new digital tools, such as a project planning tool and an AI-driven blueprint application, which streamline complex processes into efficient workflows [3] Market Positioning - By integrating physical logistics with strong digital capabilities, Home Depot is establishing its virtual infrastructure as a key component for long-term market share growth [4] Financial Metrics - Home Depot's shares have decreased by 7.1% over the past year, while the industry has seen a decline of 12.2%, with competitors like Floor & Decor Holdings experiencing a 23.8% drop and Lowe's showing a 6.3% increase [5] - The company trades at a forward price-to-earnings ratio of 25.23, higher than the industry average of 23.10, and has a Value Score of F, indicating a discount compared to Floor & Decor Holdings (35.23) but a premium over Lowe's (21.39) [6] Sales and Earnings Estimates - The Zacks Consensus Estimate for Home Depot's current financial-year sales suggests a year-over-year growth of 3.2%, while earnings per share are expected to decline by 4.8%. For the next fiscal year, sales are projected to rise by 4.4% and earnings by 4% [9] - Current quarter sales estimates for January 2026 are at $38.18 billion, with a year-over-year growth estimate of -3.85% [10]

Core Insights - Terex Corporation has appointed Namita Jindal as Senior Vice President and Chief AI and Data Officer, effective immediately [1] - Jindal brings over two decades of experience in digital transformation, previously serving as Chief Information Officer at CentralSquare Technologies and holding key roles at Honeywell Intelligrated [2][3] - The appointment is expected to enhance Terex's digital strategy and operational efficiency, contributing to a more profitable company [3] Company Overview - Terex Corporation is a global manufacturer of industrial equipment, specializing in materials processing machinery, waste and recycling solutions, and mobile elevating work platforms [4] - The company designs and supports products used across various industries, including maintenance, manufacturing, energy, and construction, while also focusing on environmental sustainability through electric and hybrid offerings [4] - Terex products are manufactured in North America, Europe, and Asia Pacific, and are sold worldwide [4]

Financial Calendar - Full-year results and Q4 2025 sales are scheduled for 25 March 2026, with a quiet period from 11 to 25 March 2026 [1] - Q1 2026 sales will be reported on 21 May 2026, with a quiet period from 7 May to 21 May 2026 [2] - The Annual General Meeting is set for 18 June 2026, and half-year results along with Q2 2026 sales will be released on 23 September 2026, with a quiet period from 9 to 23 September 2026 [3] - Q3 2026 sales are expected on 1 December 2026, with a quiet period from 17 November to 1 December 2026 [4] Company Overview - Quadient is a global automation platform that facilitates secure and sustainable business connections through both digital and physical channels [5] - The company supports businesses of all sizes in their digital transformation and growth journey, focusing on operational efficiency and enhancing customer experiences [5] - Quadient is listed in compartment B of Euronext Paris (QDT) and is part of the CAC Mid & Small and CAC Technology indices, making its shares eligible for PEA-PME investing [5]

Group 1 - Upslope Capital Management reported a strong performance in Q4 2025, with a net return of +2.0%, outperforming the S&P Midcap 400 ETF and HFRX Equity Hedge Index, which returned +1.6% [1] - For the full year 2025, the Fund achieved a return of +14.8%, significantly higher than the +7.2% and +10.1% returns of the respective indexes [1] - The firm noted that the current market environment is dynamic, with investment decisions increasingly driven by aggressive, thematic, and short-term strategies [1] Group 2 - Upslope Capital highlighted Booz Allen Hamilton Holding Corporation (NYSE:BAH) as a key stock, which provides management and technology consulting services primarily to government and corporate clients [2] - As of January 16, 2026, Booz Allen's stock closed at $97.40, with a one-month return of 12.61%, although it has lost 28.41% over the past 52 weeks [2] - Booz Allen Hamilton's market capitalization stands at $12.004 billion [2] Group 3 - Booz Allen Hamilton derives approximately 50% of its revenue from defense, 15% from intelligence, and 35% from civil agencies, focusing on technology solutions such as digital transformation and cyber defense [3] - Following the 2024 election, Booz Allen's shares experienced a significant de-rating from nearly 30x EPS to a low of 14x, attributed to concerns over cost-cutting measures [3]

Core Viewpoint - First Trust Cloud Computing ETF (SKYY) provides thematic exposure to companies involved in cloud services, capturing trends in enterprise IT modernization and software delivery models [1] Group 1: Investment Proposition - SKYY targets companies that develop, enable, or deliver cloud services across various segments including infrastructure, platforms, and software [1] - The portfolio is primarily composed of technology and communication services firms, which may exhibit varying growth, profitability, and capitalization profiles [1] - SKYY serves as a satellite investment for growth-oriented investors, offering targeted participation in digital transformation and innovation [1] Group 2: Market Dynamics - The fund is likely to perform well when long-duration growth assets are favored, corporate IT budgets increase, and subscription models gain traction [1] - Potential challenges for SKYY include rising discount rates, cyclical spending pauses, and competitive disruptions in key subsectors [1] Group 3: Risk Considerations - A specific risk associated with SKYY is thematic concentration, which can lead to increased idiosyncratic risk due to narrow leadership or rapid product obsolescence [1]

Core Insights - Franklin Exponential Data ETF (XDAT) targets companies benefiting from the entire data lifecycle, including creation, transmission, storage, processing, and intelligent use [1] - The investment strategy focuses on long-term capital appreciation through an actively managed approach that emphasizes durable growth drivers linked to increasing data intensity across various industries [1] - Portfolio construction favors innovative platforms and mission-critical providers, accepting episodic volatility for higher growth potential [1] Industry and Company Focus - XDAT's returns are driven by the secular adoption of AI, edge computing, and automation, while being sensitive to factors like tightening liquidity and capex pauses [1] - The ETF can serve multiple roles, including a thematic growth sleeve, a factor-completion tool for innovation exposure, or a tactical overlay aligned with digital transformation agendas [1] - Suitable users of XDAT include growth allocators seeking secular compounders and Chief Investment Officers managing satellite innovation sleeves [1]