Business·28/4/2026Resumen IA Quest Investment Managers' Rakesh Vyas Views Market Volatility as Buying Opportunity, Bets on Smallcaps and Consumption
Rakesh Vyas, CIO of Quest Investment Managers, is using market volatility to selectively buy smallcap stocks after a 4-6 quarter correction, seeing them as beneficiaries of government consumption stimulus. He prefers smallcap banks over largecap for superior growth rates, with financials at 20-25% of portfolio. Consumer discretionary is his top bet at 25-30%, covering apparel, food delivery, hotels, and auto. Vyas remains underweight on IT services but favors product companies like Oracle Financial Services. Power remains a long-term 3-5 year conviction. He sees interest rates as likely bottomed, trim