“Post the GST rejig which has imposed 28% tax on gaming of all sorts, it is better to just stay away for two-three quarters. Let the dust settle down. Let us see what the real numbers are and how the impact has been and then take a call.”
We should also keep an eye on the commodity space, particularly minerals and metals that India imports. Price fluctuations in these areas could affect our
George Thomas, Equity Fund Manager at Quantum AMC, expects IT spending to improve, benefiting large-cap IT names. He also forecasts larger private banks to perform
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