ETMarkets Smart Talk: IT & PSU banks could turn out to be the Dark Horse of Samvat 2079: Rahul Shah

“The IT sector has been a pleasant surprise as far as the results are concerned. Top-line growth across most major companies has come in better than expected whereas attrition pressures have also eased, thus keeping both the growth as well as margins healthy. This, combined with attractive valuations, makes the sector a good bet from a 2-3 year perspective.”