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Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Thomas
George Thomas of Quantum AMC believes Indian markets have entered a stock pickers phase as RBI flags inflation and growth risks. He favours largecaps, banks, healthcare and capex-linked sectors, while cautioning against expensive smallcaps. With geopolitical tensions and rising energy prices weighing on sentiment, selective investing remains key.
Raccontata da
economictimes.indiatimes.com
Timeline cronologica
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Market turns elective as earnings diverge; power, EVs and midcaps emerge as key bets: Siddhartha Khemka
Siddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains positive on power, cables and wires,…
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Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Thomas
George Thomas of Quantum AMC believes Indian markets have entered a stock pickers phase as RBI flags inflation and growth risks. He favours largecaps, banks, healthcare and…