Why Quantum AMC’s George Thomas prefers largecap IT and private banks

October 1, 2024

George Thomas, Equity Fund Manager at Quantum AMC, expects IT spending to improve, benefiting large-cap IT names. He also forecasts larger private banks to perform better due to better underwriting and improved liquidity. Thomas notes that while most sectors are fully valued, financials offer some room for growth. Expectations of market support from domestic funds remain positive.

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