Taher Badshah on FII flows and sectors to bet on now
“Broadly it is the macro story which will probably dominate and not as much of whether it is largecaps or midcaps in IT. Maybe midcaps have a somewhat of an edge in terms of growth, but we are also contending with higher valuations out there compared to the largecaps. So from my standpoint, it is important to see how much the deceleration or slowdown is in the growth in coming quarters.”
