Largecap It

Atul Suri is betting on the IT shares to pull the index out from this underperformance. "If I had to put my heart and hat on the largest Overweight on any sector in largecaps, it would be IT," Suri said.

Riding the Trump Trade: Why experts believe Indian IT is a winning bet

With both structural and cyclical advantages aligning in their favour, experts believe Indian IT companies present a strong opportunity for investors seeking to capitalise on the Trump trade.

Deeptech and midcap IT companies’ time to shine while large IT takes backseat: Nilesh Shah of Envision Capital

Nilesh Shah explained the potential of MapmyIndia, recent underperformance of HDFC Bank, recent term outlook for Indian market as international investors are waiting for post election period to deploy capital.

I’ve changed my stance on new-age companies: Safir Anand

The seasoned investor is also bullish on defence, hospitals, midcap IT, infra, and logistics

Not averse to investing at current levels; like largecap IT, cement, steel: Axis Capital

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.

UBS Securities positive on Patni Computer

Suresh Mahadevan, MD & Head of Indian Equities at UBS Securities is positive on Patni Computer Systems.