Quantum AMC’s George Thomas is optimistic about private banks due to potential upside and anticipated credit growth, favouring large-cap stocks with strong liquidity and governance. He sees potential in consumer discretionary stocks like two-wheelers and durables, advising investors to be forward-looking. The firm holds significant positions in financials and IT, expecting IT to outperform as Gen AI adoption scales.
Recent Posts
- Cathie Wood-Backed BitMine Slides Pre-Market As Ethereum Reverses From Record Highs—But This Peter Thiel-Linked ETH Treasury Stock Has Gained
- Phoenix Financial Publishes Results for Q2 and H1 2025
- Top Wall Street Forecasters Revamp KE Holdings Expectations Ahead Of Q2 Earnings
- Closing Bell: eClerx Services, Action Construction among top gainers as Nifty closes at 24,967; Sensex gains 329 points
- FMCG Stock Hits 5% Upper Circuit After Promoter Increases Stake via Open Market Purchase