Sanjiv Bhasin on his 2 top IT and auto picks for 2023
“Tech Mahindra would be my stock pick in IT. It’s alliance with British Telecom hits a very sweet spot and Tech Mahindra perfectly fits the bill with hardly any downside. Autos are very under owned and the cycle from motorcycle to scooter to Alto and Ertiga is all about aspiration. Samvardhana Motherson International is the mother of all as far as the OEMs go.”
