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 quarter's 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.
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