Why Vikas Khemani is positive on both banks and IT stocks now
Carnelian Capital Advisors is holding its IT positions and waiting for the appropriate time to add to its investment. Founder Vikas Khemani explains that the current weight is focused on banking due to its profitability over the next 18-24 months. The company also acknowledges the growth potential in the engineering industry during India’s capex cycle for the next five years.
