Siddharth Vora sees broad-based recovery after 1-2 quarters of pain; bets big on metals, stays cautious on quick commerce

Siddharth Vora, Head of Quantitative Investment Strategies at PL Asset Management, is confident in his fund’s metals-heavy portfolio. He sees a potential shift in market trends as key macro indicators like crude oil and bond yields may have peaked. This could lead to a rotation into consumer-facing and energy-intensive businesses.