Moves in midcap IT to be stock specific; banks fully priced, ITC still has steam left | The Week on Dalal Street

In this episode of The Week On Dalal Street, Santosh Nair and Anuj Singhal discuss the outlook for midcap ITC stocks, why real estate stocks are struggling, why bank stocks may have peaked for the time being, reasons for avoiding hotel stocks at current prices. They also discuss why defence is a secular story for the next couple of year and why ITC may surprise on the upside from these levels.