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"New-age tech companies will see good earnings numbers this quarter", believes Abhay Agarwal, Managing Director, Piper Serica Advisors. While confirming that he will go "overweight" on the new-age internet stocks, the market expert told NDTV Profit that the companies are a "great play on India's consumer story". Agarwal also sees banks as 'positive' and prefers private over state-owned lenders.