10/9/2024, 2:15:05 pm

Renaissance Investment CIO bullish on tech and banks, bets on these stocks

Pankaj Murarka, CEO & CIO, Renaissance Investment Managers, which manages over ₹900 crore in funds, is overweight on information technology (IT) sector from a medium to long term perspective. “The upcoming IT spend cycle that we are going to experience over the next two to three years will probably be much longer than the traditional IT cycle that we have seen in the past."