Stock pickers' market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Thomas

George Thomas of Quantum AMC said Indian markets have entered a stock pickers' phase as RBI flags risks. He favours largecaps, banks, and capex plays, cautioning against expensive smallcaps. "This is a very interesting time," Thomas said, noting a "clear cautious pause from RBI." Selective investing is key amid global tensions and rising energy prices.