Vinit Bolinjkar on two hidden gems that he is betting on
“We are quite cautious on the IT pack and more so from the performance side, we are cautious because according to our internal models, their valuations are far away from their mean valuations and we expect the trend to continue and barring for HCL Tech, most of the largecap names have still to play catch up in terms of giving away some of the over valuation that has happened.”
