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QUANTUMADVISORS
Cautious on valuations, bullish on insurance and IT: How Nilesh Shetty is positioning for the next 12 monthsA cautious Nilesh Shetty of Quantum Advisors warns of a possible earnings disappointment in the next three to six months, citing El Niño ri...
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...
Weakening rupee unlikely to affect IT sector: IV Subramaniam"On an absolute basis they would continue to grow but they will probably grow a little lower than what was expected at the start of the yea...
- Auto stocks will be robust in the long term: IV Subramanium
If I look at the demand conditions over the next three to five years both in two wheelers and in four wheelers space, it will be quite robu...
- Financial stocks look attractive in the long term: IV Subramanium, Quantum Advisors
We think that although inflation is a concern and the near-term margins could be an issue, most of the financials had corrected significant...
- We will continue to hold ONGC: IV Subramanium, CIO, Quantum Advisors
We still have ONGC in the portfolio, and that’s largely because we still think that valuations are reasonably attractive.
- Auto demand hit is temporary: IV Subramanium, Quantum Advisors
I do not think you will find that dramatic fall or a continuous fall in the car demand.
- More bullish on private sector banks rather than public: IV Subramanium
IV Subramanium, CIO, Quantum Advisors in an interview with ET Now gives the banking sector outlook.
- Tough time ahead for telecom sector: IV Subramanium
IV Subramanium, CIO, Quantum Advisors in an interview with ET Now talks about the telecom sector.
- Positive on banking sector: IV Subramanium
IV Subramanium, CIO, Quantum Advisors in an interview with ET Now talks about banking stocks.
- Don't venture into buying real estate stocks: IV Subramanium
IV Subramanium, CIO, Quantum Advisors in an interview with ET Now talks about real estate stocks.
- Positive on the IT sector stocks: IV Subramanium
IV Subramanium, CIO, Quantum Advisors in an interview with ET Now talks about IT sector stocks.
- Upward trajectory of maket would continue: IV Subramanium
IV Subramanium, CIO, Quantum Advisors in an interview with ET Now gives his outlook on the market.
- L&T has bagged an attractive business: IV Subramanium
IV Subramanium, CIO, Quantum Advisors in an interview with ET Now talks about L&T.
- Banks still have a lot of upside: IV Subramanium, Quantum Advisors
IV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about the banking stocks.
- Engineering stocks expensive: IV Subramanium, Quantum Advisors
IV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about engineering stocks.
- Near-term pressures for Telecom negative: IV Subramanium, Quantum Advisors
IV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about the telecom space.
- Remain invested in equities: Subramanium, Quantum Advisors
IV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about markets and domestic institutional investors.
- Oil deregulation positive sign for markets: IV Subramanium, Quantum Advisors
IV Subramanium, CIO, Quantum Advisors, in a chat with ET Now talks about the deregulation of oil prices and its effect on markets.
- Hold onto OMCs for now: IV Subramanium
IV Subramanium, CIO, Quantum Advisors in conversation with ET Now talks about OMCs.