IT sector poised for earnings surprise in FY26-27 on reviving tech spend: Christy Mathai

June 18, 2025

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.

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