Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Nilesh Shah, MD & CEO, Envision Capital says IT will not see more than 10-15% correction from current levels – at those levels, the sector becomes very attractive. Midcaps will get higher valuations since they are the growth stocks and can grow at 15-20%.

The Defence sector will be what IT was 20 years back With indigenization and mfg thrust, #defence sector is a huge opportunity for 8-10 years.

Own Bharat Dynamics and Garden Reach Shipyard

Nilesh Shah, MD & CEO, Envision Capital

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Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!