Play on IT before the budget: Sanjeev Agarwal

In an interview with Sanjeev Agarwal, director, Dynamix Research & Capital Management, ET Now finds out the stocks and sectors he is betting on ahead of the budget.

| Feb 22, 2010, 06.18 PM IST

In an interview with Sanjeev Agarwal, director, Dynamix Research & Capital Management, ET Now finds out the stocks and sectors he is betting on ahead of the budget.

Would you like to point out any particular stocks or sector ahead of the budget?

Although the budget doesn't make much of a difference in the policy, there is always a pre-budget rally in the hope of some concession to different industries and most of the times these shares actually fall just after the budget.

So, these expectations had been much lower than the last few years but still I feel one should keep their finger crossed as the setup is not very clear, we can take a buy or a sell call in any of the sector. Right now, IT is one of the sectors which is showing a very positive move. So, if somebody has to take any exposure to the stock market, he may take little bets on some of the IT counters.

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