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it sector outlook: Prefer to wait for this quarter's results before buying IT: Daljeet Singh Kohli

Daljeet Singh Kohli of Vasuki India Fund says that they currently have a small allocation to mainstream IT and IT-enabled services. They are waiting for this quarters numbers and management commentary to assess the revival of the sector. They are avoiding new-age tech companies for now due to ESOP-related and extraordinary items, but are considering IT-enabled service providers.
Daljeet Singh Kohli Strategy Research Vasuki India Fund Indian School Of Business Offering College Leadership Excellence

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