Daily Voice | Sachin Shah of Emkay Investment is bullish on IT despite inflation scare and favours private defence firms

Sachin Shah believes this is clearly a bottom-up market. Interestingly, he prefers private defence companies over state-owned companies.

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-sachin-shahemkay-investment-is-bullishit-despite-inflation-scarefavours-private-defence-firms_16906701.html