Remain positive on telecom, L&T: Vikas Khemani of Carnelian Capital

Vikas Khemani, Founder at Carnelian Capital Advisors, shared his views and outlook on the auto, telecom and pharma sectors. He also spoke on L&T’s recently-released numbers and what they mean for the stock going ahead.

Khemani remains positive on the entire telecom sector. “If you are patient and have slightly long-term perspective, I think Bharti would have a lot of legs because industry is consolidated and we all use more data and more communication,” he said in an interview with CNBC-TV18.

On Larsen & Toubro, he said, “We are quite positive on the stock, this quarterly number per se does not change any view. This quarterly number, whether positive or negative, should be looked at with careful approach. One should be focused directionally about what is happening in the industry and in the company.”