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.
Oil prices little changed as US-Iran peace efforts hold
Oil prices saw minimal change as peace talks between the U.S. and Iran offered hope for the Strait of Hormuz’s reopening. Despite recent skirmishes, a