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Can Tech Stocks Relive the 2021 Run? | Vikas Khemani, Carnelian Capital Advisors LLP 2 года назад


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Can Tech Stocks Relive the 2021 Run? | Vikas Khemani, Carnelian Capital Advisors LLP

Speaking to ET NOW Vikas Khemani, Founder, Carnelian Capital Advisors LLP says multiple growth drivers for IT in the medium term. He believes he is getting more evidence of a strong demand. He is confident that broad-based tech companies will do well. He feels many IT midcaps have the potential to become large-caps. However, tech companies are far from "frothy" valuations, he adds. As per the demand outlook, he feels Indian tech companies have strong ROEs. He is positive that tech stocks are a natural hedge in any portfolio and that most IT stocks will be re-rated further as demand rises. Over the next 5-7 years, he expects significant scale-up in midcap ITs. Watch the full interview on The Market to find out all the details. Subscribe To ET Now For Latest Updates On Stocks, Business, Trading | ► https://goo.gl/SEjvK3 Subscribe Now To Our Network Channels :- Times Now : http://goo.gl/U9ibPb The NewsHour Debate : http://goo.gl/LfNgFF To Stay Updated Download the Times Now App :- Android Google Play : https://goo.gl/zJhWjC Apple App Store : https://goo.gl/d7QBQZ Social Media Links :- Twitter - http://goo.gl/hA0vDt Facebook - http://goo.gl/5Lr4mC G+ - http://goo.gl/hYxrmj Website - www.etnownews.com

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