Buy the dip in IT? Quest's Rakesh Vyas on where he's putting fresh money

Quest Investment Managers' Rakesh Vyas suggests that investors might consider buying the dip in export-oriented companies. He argues that these businesses are better positioned to handle global economic challenges compared to domestic-focused firms. Vyas believes that while macro headwinds and rising energy costs are a concern, the resilience of export sectors offers a potential opportunity for investors looking to add exposure to their portfolios.

Beyond IT, Vyas has shared his outlook on several other sectors. He is bullish on quick commerce and jewellery stocks, while maintaining a cautious stance on banks. His investment strategy focuses on identifying companies that can navigate the current economic environment effectively. Investors should keep a close watch on the performance of these sectors as global economic conditions continue to evolve.