IT sector struggles to justify premium valuations amid growth fatigue : Sandip (...)
Sandip Agarwal from Sowilo Investment Managers believes large-cap IT firms are unlikely to exceed 6-7% revenue growth in the long term. He finds their current valuations, with PE multiples above 20, unattractive. Sowilo Investment Managers sold their large-cap IT holdings after a 40-50% gain, (...)
Site référencé: The Economic Times
The Economic Times
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