The fourth quarter for largecap IT is likely to be a better than expected setting a context for strong FY19, said Kashyap Pujara of Axis Capital.
In an interview to CNBC-TV18, Kashyap Pujara, Executive Director & Head of Research-Institutional Equity at Axis Capital shared his readings and outlook on the market and specific sectors.
For investors, the best practice would be to look at bottom-up stories.
Crisis be it domestic or global is not something which India is new to. India has seen balance of payment crisis. In 1991 India has seen gulf war, Asian crisis in terms of the currency, nuclear tests, dotcom bust and Lehman Brothers.