Keep Bharti Airtel, Idea in portfolio, says Vishal Jajoo, Sr Equity Research Analyst, Nirmal Bang Securities.
Jajoo told CNBC-TV18, "Telecom sector has come out really well after the set of problems that it had over in the past 1 year; if one analyzes that Bharti share has gone by at least 40% and so is the case with Idea Cellular. So this sector has gone for re-rating and better times are still yet to come. It may happen in the short-term that after this phenomenal run up in a flattish kind of market over the last 1 year the Sensex had hardly led anything wherein this stock has rewarded investors phenomenally.
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