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โข Rajeev Thakker, CIO of PPFAS MF, believes that the IT sector has near-term challenges but the management quality is pristine and the sector will be back on the growth trajectory in a few years.
โข Apart from volume growth and opening up of a sector, factors such as capital efficiency, management and promoter quality, and leverage also matter when investing.
โข Thakker's preference within the auto sector is towards four-wheelers, particularly in the mid-to-premium segment.