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Quant MF is positive on hotel, infra, and energy sectors, Sandeep Tandon says


Published on 2025-02-11 23:01:10 - Mint
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  • Quant AMC said that they are shifting their focus from defensive large-cap stocks to a more aggressive style -investing in select small and mid-cap stocks.

The article from Livemint discusses insights from Sandeep Tandon, the Chief Investment Officer at Quant Mutual Fund, who expresses a positive outlook on the hotel, infrastructure, and energy sectors. Tandon highlights that the hotel industry is experiencing a revival due to increased travel and tourism post the global health crisis, with significant investments in infrastructure supporting this growth. He also notes the energy sector's potential, driven by rising energy demands, government policies promoting renewable energy, and infrastructure development. Tandon's analysis suggests that these sectors are poised for growth due to both cyclical recovery and structural changes in the economy, making them attractive for investment. He advises investors to consider these sectors for long-term investment opportunities, given their robust fundamentals and the supportive economic environment.

Read the Full Mint Article at:
[ https://www.livemint.com/money/personal-finance/quant-mf-is-positive-on-hotel-infra-and-energy-sectors-sandeep-tandon-says-11739281802273.html ]