According to Sudip Bandyopadhyay investors should focus on small and mid-cap IT companies that specialize in specific industry segments such as travel and tourism and auto. He suggests that the generic IT companies face challenges in the US, particularly in North America and Europe. Bandyopadhyay also advises caution when it comes to investing in Zomato, as he believes a 50% rally from current levels may be stretched.
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