Quantum AMC is optimistic about earnings per share growth. Interest rate cuts and corporate cash reserves support private capital expenditure. Tariff uncertainty remains a concern. IT and auto sectors show promise. Cement sector faces seasonality but overall improvement is expected. The firm favors banks, financials, IT, and auto. Insurance also looks attractive.
‘India more diversified:’ Sebi chief Tuhin Kanta Pandey comments on Taiwan’s market ascent
SEBI chief Tuhin Kanta Pandey emphasized India remains a diversified market despite Taiwan overtaking its market value. Driven by TSMC and the AI boom, Taiwan’s