Seth R Freeman of GlassRatner Advisory highlights the market’s uncertainty ahead of the April 2 tariff deadline and the potential impact on business planning. He notes that U.S. markets may have peaked and emphasizes investor concerns about the sentiment problem. Freeman suggests a wait-and-see approach over the coming months, with opportunities in emerging markets like India.
ITC and Cochin Shipyard among stocks that Quant Mid Cap Fund bought and sold in May
Quant Mid Cap Fund added ITC, Lupin, and Aditya Birla Lifestyle Brands to its portfolio in May, while exiting Cochin Shipyard, BHEL, and Ipca Labs.