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rana gupta: From a three-year view, India s export story is very much alive: Rana Gupta

“We are not very optimistic on the largecap IT services companies and largely because demand growth is a bit soft and then there is technological disruption, so on and so forth. That being said, I think if you move to the ERD space, it is a different story altogether. ERD space is something where Indian companies are gaining a lot of market share.”

stocks to buy now: Rana Gupta on 4 undervalued or fairly valued pockets to look for in largecaps

“Banks could reverse sometime going into early next year. We continue to be bullish on the power sector, because we think that the power sector is now going towards the deficit scenario. Third space we have been bullish on the digital space. Some of the consumer tech companies have become large enough to become the largest in the largecap side. Fourth is manufacturing.”

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rana gupta: Cautious on IT services and consumer staples stocks; see opportunities in 3 sectors: Rana Gupta

“Our base case is that crude oil remains over $90-100. But if you are looking for a more medium term view, we quite like the non-ferrous space because given the transition happening in the global economy towards the renewable and EV space, it is quite positive for copper and aluminium.”

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