Rahul Jain’s on 6 large & midcap IT stocks to bet on, explains what’s driving sectoral outperformance

Rahul Jain favors LTIM due to order book growth and potential stability post-CEO change, anticipating pre-Covid growth. HCL Tech's consistent outlook and Infosys' potential guidance increase are also attractive. In midcaps, Mphasis, KPIT, and eClerx are favored for growth potential relative to valuation, driven by anticipation of improved growth and deal momentum.