WHICH SECTOR YOU SHOULD INVEST in 2011 ?? JOIN SOKHIPAID for only Rs 4,400 for 12 months 50 more seats left.....

>> It seems that Indian IT sector is heading towards another year with healthy returns.

>> Positives are emerging from increased GDP forecast for US and the Eurozone. IT spending of US corporates are expected to go up.

>> Recent deal win of IT companies point to short term project driven growth, paving the way for more sustainable growth from longer term projects.

>> Growth for IT companies in the coming years may be helped by progress in new clientele like government and SMEs, delivery models like platform and cloud offering.

>> Analysis of previous recovery in 2002-03suggest that the rebound is long lasting and the same could be expected this time too.

>> Concerns over margin pressure look overdone. Hiring fresh graduates from colleges at moderate salary would reduce margin pressure considerably.

>> Top picks from large cap category are Infosys, Wipro and TCS. HCL Technology is in the ‘hold’ list as the margins are yet to pick up.

>> Persistent System and Rolta India are the best picks from the midcap space.

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