We have been very heavily weighted towards consumption. We have been very careful about deploying money in some pockets of consumption, says Gautam Trivedi, Co-Founder & Managing Partner, Nepean Capital. Excerpts from an interview with ETNOW.

It has been all about TCS this morning and then later in the day, we are going to be hearing from InfosysNSE -1.93 % as well. What has been your takeaway from the largest IT company? It does ....................ET