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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...- Expect RBI to keep the rupee competitive: Murthy Nagarajan, Quantum AMCWe have seen a significant amount of money coming into the domestic market. Whenever the RBI buys in the market, it releases rupee liquidit...
- Don't see funds moving towards growth stocks from defensives: IV SubramaniamThe other point of worry is while the growth looks good and things seem to be reviving, there is still huge tapering which needs to be done...
- RBI credit policy: Markets driven by huge global liquidity flows, says Rajiv Anand, Axis AMCIn an interview with ET Now, Rajiv Anand, MD & CEO, Axis AMC, gives his views on the mid term policy review.
- 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 .
Load More- RBI credit policy: Markets driven by huge global liquidity flows, says Rajiv Anand, Axis AMC