sized banks and telecom preferable for next market phase: Rakesh Vyas
Executive Brief • Key Highlights
Fast factual intelligence distilled for busy investors, executives, and answer bots:
- ✓Quest Investment Managers CIO Rakesh Vyas prefers consumer discretionary, telecom, and mid-sized banks for the next market phase.
- ✓He said, "We have been reasonably more positive on the consumer discretionary as a space versus staples." Vyas expects healthy earnings growth and potential tariff hikes to boost profitability soon for investors.
Story at a Glance
- Category
- BUSINESS
- Reported By
- CNBC TV18
- Reading Speed
- 3 Minute(s)
- Market Focus
- India Economy
Consumer discretionary, mid-sized banks and telecom preferable for next market phase: Rakesh Vyas
Quest Investment Managers' CIO Rakesh Vyas explains why he remains positive on consumer discretionary, select banks and telecom while outlining the impact of FCNR inflows, interest rates and potential tariff hikes. Which sectors does he see leading the market from here? Watch the full interview to find out.
By Alpha Desk
Consumer discretionary, select banks and telecom remain among the preferred sectors for Rakesh Vyas, Chief Investment Officer (CIO) and Portfolio Manager at Quest Investment Managers, as he expects earnings growth to remain healthy despite evolving macro conditions.
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CNBC TV18
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