IT stocks are in favour for the same reason that consumer staples seem to be out of favour
Growth predictability arising out of adoption of digital technology has pushed up valuation of software companies
Shruti Venkatesh - September 05, 2020
Value Skeptic
DSP Mutual Fund’s Atul Bhole does not shy away from expensive valuation because the best don’t come cheap
Shruti Venkatesh - February 24, 2020