Quant Mutual Fund memprediksi konsolidasi pasar ekuitas ke depan

Sabtu, 04 Juli 2026

Dilaporkan oleh AI

Quant Mutual Fund memperkirakan ekuitas India akan mengalami konsolidasi setelah reli baru-baru ini. Manajer investasi tersebut memandang saham berkapitalisasi mikro, kecil, dan menengah akan memimpin dalam menghasilkan alpha.

Quant Mutual Fund tetap optimis terhadap sektor energi, infrastruktur, sektor keuangan tertentu, telekomunikasi, dan farmasi.

Manajer investasi tersebut menganjurkan pengelolaan portofolio secara aktif dibandingkan investasi pasif.

Sandeep Tandon dan perusahaannya menyoroti tema pusat data serta bank sektor swasta dalam prospek mereka.

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