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More downside in large cap IT stocks, but mid and small cap counterparts hold promise, says Envision's Nilesh Shah

Sluggish growth rates and valuations constraints of large-cap IT stocks suggest that there might be more downside in these counters.
Large cap IT stocks to join midcaps in the party: Carnelian Capital's Kunal Shah

In a conversation with moneycontrol, Kunal Shah of Carnelian Capital also shared his views about FMCG, new-age companies and banks.
Bet on large-cap IT, pharma, private banks: Angel Broking

After sugar decontrol, the kind of poor return on equities (ROEs) that many sugar companies are generating because of the levy sugar quota will not be there, says Phani Sekhar, fund manager, Angel Broking.

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Large Cap It

More downside in large cap IT stocks, but mid and small cap counterparts hold promise, says Envision's Nilesh Shah

Large cap IT stocks to join midcaps in the party: Carnelian Capital's Kunal Shah

Bet on large-cap IT, pharma, private banks: Angel Broking