Why Sanjay Parekh Avoids IT & FMCG Despite Valuation Correction | Market Strategy For FY27

By NDTV Profit

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Join Sanjay Parekh, Founder & CIO of Sohum Asset Managers, as he breaks down his latest portfolio strategies and market outlook. In this interview, Sanjay explains why his firm has aggressively increased its large-cap exposure from 72% to 83%, and his portfolio has maintained zero exposure to the FMCG sector for four years. He also weighs in on his outlook for the Indian IT sector, saying he remains strictly underweight on the sector amid the $1 trillion AI investment risk. #StockMarketIndia #LargeCaps #Nifty50 #AdaniGroup #AmbujaCement #Zomato #Infosys #QuickCommerce #crudeoil #MarketOutlook #BusinessNews #StockUpdates #itservices #itstocks For more videos subscribe to our channel: https://www.youtube.com/@NDTVProfitIndia Visit NDTV Profit for more news: https://www.ndtvprofit.com/ Don't enter the stock market unaware. Read all Research Reports here: https://www.ndtvprofit.com/research-reports Follow NDTV Profit here Twitter: https://twitter.com/NDTVProfitIndia , https://twitter.

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