Bullish on IT stocks: IV Subramanium

IV Subramanium, CIO, Quantum Advisors in an interview with ET Now talks about IT stocks.

What is the call on IT?

I continue to be bullish on the segment and therefore I have not really changed my outlook on the business. In terms of positioning within the portfolio, it also depends on how other sectors do on a relative basis. Currently, we have not changed our existing weights in these 2 stocks, the larger IT companies which we own.