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Growth not hurt; IT still defensive bet, says Investec Cap head

IT stocks were down this morning on back of Donald Trump commenting that he will not allow Americans to be replaced by foreign workers. Demonetisation back home is a distress for many sectors. Mukul Kochhar of Investec Capital says that demonetisation & Trump victory are the two factors playing out in markets.

first published: Dec 12, 2016 01:00 pm

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