Good time to build positions in technology space: Gaurav Doshi
This is a sector that will always give us an opportunity to hide in, so as an investor, he would stay put if a person does not have IT exposure.
How would you position yourself in the technology space now?
Especially Infosys has provided a decent entry opportunity and the people are turning extremely bearish on the sector. This is a sector that will always give us an opportunity to hide in, so as an investor, I would stay put if a person does not have IT exposure, nibbling into names like Infosys, TCS now is not a bad idea.
Even mid-cap stocks like eClerx have shown exceptional performance, so as a sector, one must continue to have exposure here. I would not really be chasing a TCS right now but you will get good opportunities to build in, so any dip, this is a sector one must continue to build positions in.
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