Value emerging in 3 sectors; we have started nibbling into IT: Nishit Shah
"BFSI and mid-tier capital goods sectors will perform well in a good economic environment. The BFSI sector will see growth of credit, especially amongst NBFCs who are providing digital initiatives. Some unique consumer durables are emerging which is a new and exciting space. Additionally, IT has some value, while QSR consumption, specialty chemicals, and IT are the three sectors where values are emerging ."
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