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Don’t invest blindly in defence, power or railways themes; Rajeev Thakkar explains
“The IT sector has near-term challenges but broadly the space is one where the management quality is pristine. Again, they do not have too much borrowing. In fact, most of them are net cash companies. We are looking at it beyond the current cyclical downturn. I think they will be back on the growth trajectory in a few years.”
