Quantum Mutual Fund had voted against the proposed merger of ICICI Bank and ICICI Securities during a shareholder meeting in March 2024, saying that the move would be detrimental to the interests of the fund house’s unitholders.
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A special discussion with a panel of experts highlighted the different types of risks involved in mutual fund investments, and their impact on investment strategies across asset classes.
We believe cyclical like Consumer Discretionary & Real estate etc. are already benefitting from lower interest rates. Any further announcements to stimulate consumption demand will help these sectors, says Gupta.
It would just be a matter of time when the millennials would invest the inherited wealth in something that matters most to them. The investment that is more sustainable, impactful and responsible.
We hope that prudence and not populist measures will guide the Finance Minister.
Speaking to CNBC-TV18 Nilesh Shetty of Quantum AMC said that the long-term structural story isn‘t damaged, but the near-term outlook looks a bit shaky. There will be impact on GDP growth, he said, from demonetization. The next 12 months are going to be tough for equities, he said.
From November 18, BSE introduced ISIP services to help investors to set up a form of SIP without involvement of any physical documentation.
The risk-reward ratio in the market looks reasonably favourable right now, says Sanjay Dutt of Quantum AMC. He feels there is no reason to panic and instead advises picking up quality stocks.
Speaking to CNBC-TV18 Nilesh Shetty of Quantum AMC said that the forecast for the second half of the fiscal year has always been positive. However reality has always proved it wrong.
Watch the interview of Harsh Roongta, Financial Planning Expert and Chirag Mehta of Quantum AMC with Surabhi Upadhyay on CNBC-TV18, in which they shared their views on whether to buy gold for investment this festive season.
If the market continues to rally without earnings moving higher then Quantum AMC will be forced to sell out and cash levels in the fund could inch up further, says Fund Manager Nilesh Shetty.
The trading in Gold ETF segment has been tepid in last three financial years. The funds witnessed an outflow of Rs 903 crore, Rs 1,475 crore and Rs 2,293 crore in 2015-16, 2014-15 and 2013-14, respectively.
Further, several firms, including L&T Infotech, Hinduja Leyland Finance, CL Educate and Varun Beverages, have lined up plans to raise funds through IPO in coming months.
There are public sector banks which still have good valuations and asset quality metrics even after accounting for bad assets, says IV Subramaniam, MD & CIO Quantum Advisors & Director, Quantum AMC.
Good rains boost the Indian economy. Here are some sectors that benefit from good monsoon.
The economy, too, looks like it is on a growth path, although the rural sector is still a worry, says IV Subramaniam, MD & CIO, Quantum Advisors.
Quantum AMC is one of the few asset managers in the country that actively takes cash calls on the basis of how comfortable fund managers are with stock valuations
At current valuations, pharma stocks are not cheap but if they correct then they become attractive despite near-term headwinds, said IV Subramaniam, of Quantum AMC.
To attract retail investors, mutual fund houses are contemplating "robo" advisory route, wherein automated algorithm-based advice will be provided without human intervention.
Watch the interview of Nilesh Shetty, Associate Fund Manager-Equity at Quantum AMC with Ekta Batra & Anuj Singhal on CNBC-TV18, in which he shared his readings and outlook on specific sectors.
In an interview with CNBC-TV18, IV Subramaniam, Director at Quantum Asset Management Company, outlined his view on the market and a number of sectors, including commodities, IT, pharma and financials among others.
Money skills are not taught in schools. However, they are essential for one‘s growth. It is better to start educating kids at younger age.
Jai Bala of 1857 says it may be a good idea to hold on to winners such as Cipla, Ceat and Bosch rather than search for new ones. He is also positive on the telecom (Bharti Airtel, Idea Cellular) and auto space.
Prices of gold has seen a new low due to the concerns over possible rate hikes in USA and lower than expected buying from China. Exposure to gold should be maintained n line with asset allocation.