"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "
Sir You are one of the best Fund manager
Very surprisingly ICICI PRU TECH does not have TCS and HCL TECH in their portfolio.Moreover the MIDCAP IT segment has cracked immensely . There seems to be some operational issues with mid cap IT , stocks like geometric. kpit, mastek etc.... have all delivered very poor results.Is it safe to be in only large cap of the sector.
Excellent call
THANKS FOR THIS UPDATE, I AM FULLY AGREE WITH YOU. IN PAST DAYS ALSO I GOT BENEFITED WITH YOUR VALUABLE INSIGHTS, THIS TIME ALSO I AM LOOKING FOR THE SAME.
Am Surprised to see that TCS is NOT in the Portfolio. Also the fund is heavily exposed to Infosys. Does not look like well diversified. Would the fund manager care to explain ?
Referring to MR.NARENS view that rupee depreciation has not yet been factored in looking at this from the other view point if the. dollar continues to appreciate against the rupee wouldnt there be renegotations of orders given the fact that many of the technology companies derive thier revenue from exports keeping this in mind where would the fund stand
very informative