Good time for auto to lead recovery; IT recovery will start by Dec-Jan: Deepak Shenoy
“We think the IT recovery will start by December or January this year in terms of the numbers. We might want to pick them up in advance around now. We think the IT index is a good place to be as well. Meanwhile, we have picked up two-wheeler direct automakers and some auto ancillaries. We have also bought some in the oil and gas space.”