Deven Choksey on 3 themes to focus on with margin of safety in mind

Deven Choksey says does not expect any dramatic improvement in IT companies’ numbers, but expects the strength in the commentary to be positive hereafter. From that particular point of view, the IT companies could get re-rated, and 15% to 20% appreciation is possible in many of the IT companies including some of the mid-tier IT companies.