Even as the Nifty IT index has marginally underperformed the broader Nifty50 on three, six and 12-month basis, the midcap and smallcap IT stocks have outrun all indices, Nuvama said, adding that some quality tier-2 IT firms delivered “eye-popping returns”.
Fund Manager Talk | Sanjay Bembalkar warns against chasing story stocks
Union AMC’s Sanjay Bembalkar remains positive on equities despite the recent rally, favoring consumer discretionary, industrials, and financials. He advises caution on narrative-driven sectors lacking