Waste management, hotels seen as long-term wealth creators; IT turns neutral: Vinit Bolinjkar

India’s waste management sector could emerge as a long-term wealth creator as urbanisation and municipal contracts drive steady returns, says Ventura Securities’ Vinit Bolinjkar. He sees Antony Waste as a potential multi-year compounder, stays neutral on IT stocks like TCS, and remains bullish on hotel stocks and select asset management companies.