Fund Manager Talk | Srinivas Rao Ravuri backs beaten-down QSR stocks for a surprise comeback

Bajaj Allianz Life’s CIO expects Indian equities to remain constructive over the next 12–18 months, with earnings revival from Q3 FY26. Consumption, pharma, and select financials lead growth prospects, aided by GST cuts and rate relief. QSR stocks, despite recent underperformance, are viewed as contrarian long-term opportunities.

​Bajaj Allianz Life’s CIO expects Indian equities to remain constructive over the next 12–18 months, with earnings revival from Q3 FY26. Consumption, pharma, and select financials lead growth prospects, aided by GST cuts and rate relief. QSR stocks, despite recent underperformance, are viewed as contrarian long-term opportunities.