Earnings trajectory to set tone for the market this year: Dhananjay Sinha
“Currently I would expect the IT pack to do better because the risk of a recession or the sentiment towards a deep recession in the US is kind of fading, especially given the tight labour market that has been there in the US. Also, as the dollar weakens, it could actually start bottoming out and the rupee can weaken. That is another thing that will benefit the IT pack.”
