ETMarkets Smart Talk| Large caps offer stability, but alpha lies in selective mid- and small-caps: Rakesh Vyas
Rakesh Vyas, Chief Investment Officer at Quest Investment Managers, stated that while Indian equities face challenges from geopolitical tensions and rising crude oil prices, the long-term earnings outlook remains robust. He emphasized that selective mid- and small-cap stocks have become attractive following recent market corrections, while large caps continue to provide stability. Vyas highlighted the importance of active stock selection in generating alpha and shared insights on preferred sectors and potential market risks.