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Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbookFund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfo...- Stock pickers’ market ahead as RBI flags risks; largecaps, banks and capex plays offer value: George Heber JosephGeorge Heber Joseph of ASK Investment Managers believes Indian markets have entered a stock pickers’ phase as RBI flags inflation and growt...
- RBI MPC decision: How should mutual fund investors change their strategy after rate pause?The Reserve Bank of India maintained the repo rate at 5.25%, reflecting a cautious stance amid global uncertainties and inflation risks. Ex...
- Global cues extend to D-Street, indices climb more than 1%Indian equities surged over 1% on Monday, with the Nifty reclaiming the 24,000 mark, driven by optimism over a potential US-Iran agreement ...
- Small & micro-caps charge to the front, bluechips need a FPI reloadIndian small and micro-cap stocks are bouncing back strongly after the West Asia conflict. Mid-cap shares are also nearing their pre-war hi...
- Selective but optimistic: George Thomas of Quantum AMC flags big opportunities in IT, banks, logistics & hospitalityQuantum AMC’s George Thomas says India’s markets may finally be turning a corner as tax cuts, soft inflation, and early demand revival boos...
- Earnings recovery ahead: Quantum AMC’s Christy Mathai bets on banking, logistics, and pharmaChristy Mathai, Fund Manager at Quantum AMC, expects Indian markets to trend higher as earnings recover and macro tailwinds strengthen. Ban...
- IT sector poised for earnings surprise in FY26-27 on reviving tech spend: Christy MathaiQuantum AMC is optimistic about earnings per share growth. Interest rate cuts and corporate cash reserves support private capital expenditu...
- Inside India’s investment paradigm: multi-asset allocation strategies, trends and insights for 2023Gaurav Rastogi, Founder and CEO, Kuvera and Chirag Mehta, CIO, Quantum AMC, provide a roadmap on how to navigate the challenging macroecono...
- Inside India’s investment paradigm: Top asset allocation strategies, trends and insights for 2023Feroze Azeez, CEO, Anand Rathi Wealth and Chirag Mehta, CIO, Quantum AMC, outline multi-asset allocation strategies to maximise investment ...
- With 12:20:80 Asset Allocation Strategy, no ups and downs will ruin your sweet rideWill the bears drag the equity markets or will bulls propel the markets to new highs? Will the risks to economic recovery persist?Will the ...
- Is it a good time to invest in gold? Here’s what experts have to sayExperts discuss the role of gold as an asset class in financial planning and the best ways to invest in gold-related financial instruments.
- Experts discuss ways to protect portfolio gains in a falling marketA well-crafted bouquet of funds can help investors tide over volatility and have that diversification benefit.
- 12 – 80 – 20: The vaccine for investment diversificationDiversifying investments, through asset allocation helps reduce downside risks, take advantage of the market movements and achieve your fin...
- Ajit Dayal, director of Quantum AMC, resignsAjit Dayal, who was serving as the director of Quantum AMC, submitted his resignation from his position and from the Board of Investment Co...
- Expect December CPI at 5.75, November IIP at 2%: Murthy Nagarajan, Quantum AMC"As far as IIP data is concerned, we should see something around 1 to 2% type of levels because the core industry data has been minus 1.3% ...
- Not shocked or excited by earnings results: IV Subramaniam, Quantum AMC'It may not be in line what the markets had assumed but we did expect the infra and engineering companies to show some sort of pick up in t...
- Expect rupee to stay around 60-62 levels in current scenario: Atul Kumar, Quantum AMC"With US policy stabilisation, good NRI inflows and crude being in a comfortable range, the slide in rupee as was seen earlier seems unlike...
- India is a stock pickers market: Quantum AMCIn an interview with ET Now, Ajit Dayal, Director & Founder, Quantum AMC, shares his market outlook. Excerpts:
- Correction in prices may be used as buying opportunity: Quantum AMCHold cash to the extent of 10% to 12% & any decline in prices would be used as an opportunity to buy,says IV Subramaniam, CIO, Quantum AMC .
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