BQ Edge | White Oak's Ramesh Mantri, Ayush Abhijeet On How To Value IT Firms
In the April edition of BloombergQuint’s BQ Edge event, Ramesh Mantri and Ayush Abhijeet, members on the investment team at White Oak Capital, one of the nation’s largest portfolio managers, spoke about the growth potential of Indian information technology services sector and how to value these companies.
Mantri and Abhijeet also explained whether valuations of mid-cap IT firms, currently trading at a premium to some large-cap peers, are justified. And whether Indian IT firms can trade at even higher valuations.
Watch the full video here: