Dixon, Syrma, Kaynes were toast of the town in 2023. Should you continue to ride them?

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Hemang Jani says that last year the IT sector has done pretty well. “I would be comfortable entering into these stocks once we have slightly more colour in terms of earnings for next year. While people hope that the growth is going to be 10-12% for largecaps and maybe 16-20% for midcaps, we want to see management commentaries. We would avoid them till there is a clarity on earnings.“

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