14/10/2024, 9:45:04 am

Vikas Khemani of Carnelian is bullish on IT, sees revenue revival in FY25

Vikas Khemani, Founder of Carnelian Asset Management, is highly bullish on the IT sector, expecting a revenue revival in FY25 due to increasing BFSI spending in the US and robust growth in tier 1 companies. He also sees opportunities in banking, manufacturing, pharma, and IT, and is positive about India's structural story in the medium to long term.