The RBI’s latest policy commentary and growing concerns around the West Asia conflict are reinforcing the case for selective investing, with largecaps, banks and capex-linked sectors emerging as preferred bets amid elevated macro uncertainty, according to George Thomas of Quantum AMC.
Speaking at a time when markets are grappling with rising crude prices, currency pressures and slowing earnings momentum, Thomas said investors should moderate return expectations and focus on bottom-up opportunities rather than broad market rallies.
