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UBS’ Gautam Chhaochharia is neutral on autos, underweight on IT. Find out why

Updated : January 22, 2020 12:15 PM IST

The near term is always tricky because we still haven’t seen a visible earnings cycle come back but are hopeful and expect an inflection cycle ahead for earnings.
Though the visibility for autos is not clear from a 6-12 month perspective, they could be a dark horse from 1-3 year perspective.

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