Key Points
It is coming on our horizon after a long time..
Jyotivardhan Jaipuria, Founder & MD, Valentis Advisors, says IT has a couple of quarters of pain and for that we want to buy bad news..
If we get bad news on numbers, we get companies sounding very cautious, we want to buy that bad news..
It was a call which played out early and what we have heard from a lot of the managements over the last three months have reinforced our call because now most of them seem to be coming to our view..
If we get bad news on numbers, we get companies sounding very cautious, we want to buy that bad news because things are getting again in FCUs, it is starting to get undervalued, it is not yet undervalued really, but it has underperformed for sure and starting to get under-owned now..
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