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The One Thing Nilesh Shah Says Gives IT Stocks The Edge Over Specialty Chemicals, Pharma

“As the IT captains are explaining, if this growth momentum continues, there is still some juice in IT sector,” Shah said.

BQ Desk
A pedestrian walks past the Bombay Stock Exchange (BSE) building in Mumbai, India. (Photographer: Dhiraj Singh/Bloomberg)

Sectors such as pharmaceuticals, specialty chemicals and information technology are likely to continue to grow in the future. But, according to Nilesh Shah, there is one factor that separates IT from the rest: valuation.

Watch the full conversation here:

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