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The Economic Times
The Economic Times
Business
Kshitij Anand

ETMarkets Smart Talk| Large caps offer stability, but alpha lies in selective mid- and small-caps: Rakesh Vyas

India Inflation

Indian equities have entered the second half of 2026 on a cautious note amid rising geopolitical tensions and elevated crude oil prices, triggering a broad-based market correction.

While the near-term outlook remains clouded by inflation concerns and margin pressures, Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers, believes the underlying earnings story for India remains firmly intact.

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