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what to buy: IT stocks ready for a rerating, build a position there

What you are anticipating from commentary in terms of the big boys in the IT pack? The IT pack is relatively lower valued compared to a lot of the other ROE players in the market like the FMCG majors. Two things are happening in IT. One is that their cash reserves are significant and that allows them to do a little bit more in terms of acquisitions or growth inorganically. Also, the deal sizes that they are seeing right now are going up a notch. We are seeing $1-billion, $1.5-billion deals. It ...
Deepak Shenoy What To Buy Capital Minds Ashok Leyland Tata Motors Et Now

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