Bullish on telecom sector: Girish Pai, Centrum Broking
The worst of the telecom sector is probably behind us.
Identify your big contra call for us where you are bullish or bearish and other brokerages are not in sync with you?
One bullish call where we are probably a little contrarian would be the telecom sector where we think that the worst is probably behind us. We see some kind of stability in revenue numbers going forward, therefore, we think that some of the top tier stocks there should do well over the next 2-3 years.
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