ICICI Prudential AMC advocates revisiting quality stocks as a long-term portfolio anchor amidst market volatility and tempered earnings expectations. Ihab Dalwai highlights the underperformance of quality stocks in recent years, presenting a favorable entry point for long-term investors. The fund emphasizes reasonable valuation, earnings resilience, and bottom-up stock picking across sectors and market caps.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while
October 29, 2026