Is business information at the threshold of a turnaround? The general consensus from CEO comments on Q1 results is that the credit crunch is still with us, but the situation is stabilizing. Experian’s CEO Don Roberts proclaimed in a recent analysts’ meeting: “I don’t see a return to the Go-Go days of 3 to 4 years ago” referring to the high growth period leading up to the credit crunch.. His solution lies in diversity: less reliance on the financial services sector for growth, more verticals, greater product innovation and a global footprint.
Credit Rating services seem to be on the verge of a turnaround, however the effects of the ratings debacle, pending lawsuits, touch regulations linger on depressing shareholder value.
