Bullish on consumer, IT, telecom sectors: Avendus Capital

In a chat with ET Now, Girish Nadkarni, Executive Director, Avendus Capital Pvt. Ltd., shares his trading ideas.

What should investors buy in this kind of volatile market?

We still continue to remain bullish on our theme of domestic consumption and to a certain extent now IT because of the expected increase in budgets and pickup in the IT demand globally. IT stocks should do well. We are bullish on telecom and IT as sectors besides consumers. So, IT midcaps can be a good theme to play on. In telecom, large caps can be a good theme to play on.