Positive on IT sector, large-cap stocks doing well: IV Subramaniam, Quantum Asset Management Company

In a chat with ET Now, IV Subramaniam, Director, Quantum Asset Management Company Private Limited, shares his views on the IT pack. Excerpts:

ET Now: Your call on the IT pack?

IV Subramaniam: The long term trends still look to be quite good for all the IT companies and particularly the larger ones. We do not worry about quarterly expectation or whether the earnings guidance will be upgraded or downgraded.

So we continue to be positive and we still hold that the large IT companies in our portfolios.