A proper portfolio should have both banks & IT: Deepak Shenoy
“I think a proper portfolio should have both. Right in the end, we will have some interest in the financials. Today the financials look better for the banks than they do for a lot of NBFCs. I would focus on the banks for the financial part of things. I would focus on some IT companies. In fact, I like largecap IT more than small and midcap IT.”