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
