Optimism in tech cos have played out; growth coming from investment side of economy: Vinod Karki
“We see demand coming in the investment and credit cycle on the industry side and valuations are also reasonable. Even if you see these sharp reactions in the market, these companies which are related to the investment side of the economy or the industry credit side of the economy, are not fizzling out the way they typically do in a risk-off environment.”
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