Speaking to ET NOW, Manishi Raychaudhuri, Asia Pacific Equity Strategist, BNP Paribas says earnings upgrade across sectors will sustain. He believes that rise in earnings will boost equity valuations. He is extremely positive on Indian IT services by focusing on the top 4 cos. He also shares that momentum in order flows to benefit larger IT companies. He suggests that investors must be selective in the consumer space. The valuations of consumer cos is relatively higher vs IT, he adds. What other sectors is he overweight on? Watch the full interview here to find out all about his views on the upcoming market trends.
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