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Bearish on FMCG, IT, bullish on banking, telecom: Kotak MF

Harsha Upadhyay of Kotak Mutual feels weak business sentiment globally could weigh on order flows for Indian IT companies. He is bullish on banking, where he sees robust earnings growth, and also on telecom, where he sees signs of consolidation.

first published: Apr 29, 2013 10:15 am

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