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.”
Source: indiatimes.com
