Why This Fund Manager Is Betting on I.T. Stocks, CapEx & Consumption

Markets have rewarded cyclical sectors in recent months, but where should investors focus next? In this insightful discussion, Sanjay Sinha, Founder, Citrus Advisors, shares his portfolio strategy, highlighting opportunities in government capex, domestic consumption, and the I.T. sector. He explains why I.T. stocks may be entering the next phase of recovery after valuation compression and how AI could eventually drive margin expansion and a re-rating in the sector. Watch this expert analysis to understand the long-term investment themes, portfolio positioning, and sectors that could outperform over the coming months.