ER&D one of the best sectors within tech services, to do well for almost a decade: Sandip Agarwal

Sandip Agarwal from Sowilo Investment Managers explains that revenues are likely to be weak this quarter due to furloughs. Tech companies like Infosys and TCS may struggle but Tata Elxsi could perform well due to its growth in the Engineering Research and Development sector. Despite some revenue misses, strong deal wins and positive management commentary suggest better prospects ahead.