Vikas Khemani is "highly bullish" on the IT sector

Discussion in 'Portfolios Of Famous Investors' started by Meenakshi Razdan, Oct 14, 2024.

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  1. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    Vikas Khemani says he is "highly bullish" on the IT sector & that it is one of the "best opportunities"to benefit from the US interest rate cycle. BFSI spending is picking up in the US. Tier 1 cos are reporting robust growth. His Fund holds Newgen Software

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    Meenakshi Razdan, Oct 14, 2024
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