So I think the most important factor is, of course, the management issue. ![]() If the government is going to be having such a large stake, are they going to be sort of going on board, are they going to have their representatives, is there flexibility? We have seen that state-run PSUs have actually lost market share over the years and have become marginal players as such. I think the most important thing is how this company is going to be run. What are your thoughts on the developments with Idea and what would it imply for the likes of a Jio and Bharti? At this point of time, I would like to stay with the larger names, because I think that if you look at the growth vis-à-vis the valuations of some of them, they are better stacked up With the IT trifecta out with their earnings, which way would you lean in the sector – midcap IT, product-based the niche companies which have come out or would you keep it simple with TCS and Infosys? What is the trade for 2022 within IT?Įven if we talk about some of the midcap IT names, they are not really growing at rates which are hugely different for the premium valuations that they trade at. “I would like to stay with the larger IT names, because I think that if you look at the growth vis-à-vis the valuations of some of them, they are better stacked up,” says Nitin Raheja, Executive Director, Head - Discretionary Equities, Julius Baer Wealth Advisors
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