Edward Chancellor advocates the capital cycle approach, urging investors to focus on industry supply, capital allocation and management quality instead of demand forecasts. He argues disciplined capacity, rational competition and long-term thinking can uncover overlooked opportunities and deliver superior investment returns.
Markets may consolidate; micro, small and mid-caps could lead alpha generation, says Quant Mutual Fund
Quant Mutual Fund expects Indian equities to consolidate after the recent rally but believes micro-, small- and mid-cap stocks will drive alpha. It remains bullish
July 4, 2026