What should investors do with IT stocks? Sunil Subramaniam explains

​So, I think a lot of tiggers there. The monsoon, for example, normal distribution, the spatial distribution needs a study a bit, but kharif sowing has been ahead of target, so that augurs well for inflation. So, if food and fuel, both the inflation are trending down, that maybe triggers RBI into a more accommodative stance. Whether a rate cut happens in October 1st week or not, I do not think, it is early days for that but at least the outlook of a trending accommodative stance augurs well for the equity markets. So, overall, I see lots of positives, but sector specific, stock specific, the earnings season will give us more clarity and guidance.