Vikas Khemani says he is "highly bullish" on the IT sector & that it is one of the "best opportunities"to benefit from the US interest rate cycle. BFSI spending is picking up in the US. Tier 1 cos are reporting robust growth. His Fund holds Newgen Software
![[IMG]](https://pbs.twimg.com/media/GZ2zGxyasAAi6fE?format=png&name=small)
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