Atul Suri of Marathon Trends feels IT is a multi-year theme and that he will use any correction to increase his exposure to the sector.
In an interview to CNBC-TV18, Suri said he continues to remain bullish on FMCG as he feels consumption as a theme is making a comeback.
He is not very optimistic on banking and other financial services segments.
Suri sees 11,000 as a strong support for Nifty.
Watch video for more