Financials Poised to Outperform IT, Says Quest Investment CIO
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Quest Investment CIO: Financials to Outperform IT Amid Easing Energy Risks
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CNBC TV18•18-03-2026, 13:48
Quest Investment CIO: Financials to Outperform IT Amid Easing Energy Risks
•Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers, anticipates market stabilization as energy risks subside and valuations become more attractive.
•Despite ongoing FII selling, Vyas maintains a positive long-term outlook on India's earnings but advises near-term caution.
•The IT sector faces uncertainty due to AI advancements, even with some selective opportunities present.
•Financials and NBFCs are expected to show stronger performance, driven by improving credit growth and consumption trends.