ETMarkets Smart Talk| Large caps offer stability, but

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.

The Indian quick-service restaurant (QSR) sector is entering a favourable phase after a challenging period, according to Motilal Oswal Financial Services. The brokerage believes easing valuations, improving operational trends, and long-term consumption growth could support a recovery in QSR stocks.

The RBI's decision to keep the repo rate unchanged at 5.25% for the fourth straight review has received a positive response from the real estate sector. Developers and consultants believe stable interest rates will support housing demand, boost buyer confidence and provide better visibility for proj

Despite a recent recovery, several Nifty50 heavyweights continue to trade well below their 52-week highs. Data from ACE Equity shows 12 blue-chip stocks remain 20–35% below their peak levels, highlighting pockets of weakness amid ongoing market volatility.

Indian government bonds surged on Wednesday, with yields falling below important levels. The Reserve Bank of India decided to keep the repo rate steady, in line with anticipated market outcomes. A drop in oil prices helped ease inflation fears, supporting the economy. This favorable policy not only