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Monthly Equity View - September 2023 by George Thomas, Equity, Quantum Mutual Fund Below The Monthly Equity View – Sept 23 by George Thomas, Fund Manager – Equity Quantum Mutual Fund Equity Outlook - September 2023 The S&P BSE Sensex declined by 2.3% in the month of August. Weak monsoon, spike in inflation and US yields hardening led to the marginal correction. S&P BSE Midcap Index & S&P BSE Small cap Index increased by 2.7% and 6.3% respectively. The divergence in performance is also a reflection of institutional flows into respective cate...
Monthly Equity View - September 2023 by George Thomas, Equity, Quantum Mutual Fund
Monthly Equity View - September 2023 by George Thomas, Equity, Quantum Mutual Fund
Source: PR Agency
6/09/2023 2:29:23 PM
Sectorial outlook for Two Wheeler industry by George Thomas, Quantum AMC Post the recent market rally, valuations have caught up across most sectors. In the current market environment, it is prudent to invest in sectors which has potential for a revival in earnings trajectory and trading around reasonable valuation. Few two-wheeler OEMs (Original Equipment Manufacturers) fit the bill. In the past few years, Two-wheeler companies witnessed a revision in emission standards creating the need to enhance the existing systems. Rapid increase in commodity costs furthe...
Sectorial outlook for Two Wheeler industry by George Thomas, Quantum AMC
Sectorial outlook for Two Wheeler industry by George Thomas, Quantum AMC
Source: PR Agency
29/08/2023 4:50:34 PM
Comment on New Market High By George Thomas, Quantum AMC Below the Quote By George Thomas, Fund Manager- Equity , Quantum AMC. Domestic economic environment looks favorable for persistence of current earnings upcycle in the medium term. Healthy credit demand is indicative of a strong economic environment. India’s economic resilience amid global slow-down could attract FII flows in the medium term, potentially giving more legs to the current rally. Incremental data points across the globe suggest a possibility of faster than expected m...
Comment on New Market High By George Thomas, Quantum AMC
Comment on New Market High By George Thomas, Quantum AMC
Source: PR Agency
17/07/2023 2:17:19 PM
Monthly Equity View - July 23 by George Thomas, Fund Manager Equity Below The Monthly Equity View – July 23 by George Thomas, Fund Manager – Equity   Equity Outlook – July 2023 The S&P BSE Sensex rose by 3.6% in the month of June supported by strong FPI flows and reasonable macro. FPI flows have strengthened amidst India’s relative preference following weak recovery in China. S&P BSE Midcap Index & S&P BSE Small cap Index increased by 6.4% and 6.9% respectively. Moderating inflation and MPC’s de...
Monthly Equity View - July 23 by George Thomas, Fund Manager Equity
Monthly Equity View - July 23 by George Thomas, Fund Manager Equity
Source: PR Agency
10/07/2023 3:30:01 PM
IT Sector by George Thomas, Fund Manager-Equity , Quantum Mutual Fund Indian IT companies have been under pressure triggered by an imminent global slowdown and recent events in US Banks triggering fears of a global banking crisis. Cautiousness among Indian IT companies also emanates from the fact that ~30% of its revenue is derived from the BFSI (Banking, Financial Services and Insurance) sector. While it is natural to see a moderation in growth following heightened tech spends over the past two years, the growth in IT spendingover the long term is likely to be...
IT Sector by George Thomas, Fund Manager-Equity , Quantum Mutual Fund
IT Sector by George Thomas, Fund Manager-Equity , Quantum Mutual Fund
Source: Quantum AMC
17/05/2023 5:08:10 PM
May 2023 : Monthly Equity View by George Thomas, Quantum AMC The S&P BSE Sensex rose by 3.6% in the month of April, supported by stable macros and corporate earnings. S&P BSE Midcap Index & S&P BSE Small cap Index increased by 6.0% and 7.3% respectively. A rate hike pause by RBI triggered a rally in realty and auto stocks. Barring IT and consumer durables, all sectoral indices outperformed Sensex. Global indices had mixed performance during the month. S&P 500 advanced by 1.6%, broader MSCI EM index declined by 1.1% and MSCI World...
May 2023 : Monthly Equity View by George Thomas, Quantum AMC
May 2023 : Monthly Equity View by George Thomas, Quantum AMC
Source: Quantum AMC
8/05/2023 2:35:56 PM
Equity Year End Wrap and Outlook 2023 by George Thomas, Quantum AMC Equity Year End Wrap and Outlook 2023 Quote By George Thomas, Fund Manager- Equity, Quantum AMC   Equity Year End Wrap-up & Outlook - 2023 2022 was an eventful year when the global economy witnessed the cons of easy money flow (Quantitative Easing). Inflation across the globe tested multi-decadal highs forcing the global central banks to an interest rate hiking spree. Consequently, the US Federal Reserve increased the benchmark rate to its highest level in 15 years....
Equity Year End Wrap and Outlook 2023 by George Thomas, Quantum AMC
Equity Year End Wrap and Outlook 2023 by George Thomas, Quantum AMC
Source: PR Agency
22/12/2022 2:38:16 PM
December 2022 : Monthly Equity Outlook By George Thomas, Quantum AMC Monthly Equity Outlook for December 2022 by George Thomas, Associate Fund Manager, Quantum AMC The S&P BSE SENSEX advanced by 3.9% on a total return basis in the month of Nov 2022 while S&P BSE Midcap Index & S&P BSE Small cap Index advanced by 2.5% each. The rally was fuelled by easing inflation (CPI for Oct-22 at 6.8% Vs 7.4% in Sep-22, WPI at 8.4% in Oct-22 Vs 10.7% in Sep-22), moderation in crude prices (Brent Crude price declined by 7.9%in Nov) and Fed’s indicati...
December 2022 : Monthly Equity Outlook By George Thomas, Quantum AMC
December 2022 : Monthly Equity Outlook By George Thomas, Quantum AMC
Source: Quantum AMC
8/12/2022 3:41:04 PM
October - 2022 by George Thomas, Fund Manager, Quantum AMC, Quantum Mutual Fund. Monthly Equity Outlook for October 2022 by George Thomas, Associate Fund Manager, Quantum AMC TheS&P BSE SENSEXdeclined by 3.5% on a total return basis in the month ofSep2022 while S&P BSE Midcap Index &S&P BSE Smallcap Index declinedby 2.1% and 0.6% respectively. Most of the sectoral indices too had a similar trend with S&P BSE India Power, S&P BSE Oil & Gas, and S&P BSE Realty indices emerging as the top losers with a decline of ~8-9% each. Hike in taxes o...
October - 2022 by George Thomas, Fund Manager, Quantum AMC, Quantum Mutual Fund.
October - 2022 by George Thomas, Fund Manager, Quantum AMC, Quantum Mutual Fund.
Source: Quantum AMC
6/10/2022 5:14:23 PM
September 2022 : Monthly Equity Outlook By George Thomas, Quantum AMC Monthly Equity Outlook for September 2022 by George Thomas, Associate Fund Manager, Quantum AMC S&P BSE SENSEXadvanced by 3.6% on a total return basis in the month ofAug 2022.It has outperformed developed market indices likeS&P 500 (-4.1%)and Dow Jones Industrial Average Index (-3.7%).S&P BSE SENSEX has also outperformed MSCI Emerging Market Index (0.4%). The rally was broad-basedS&P BSE Midcap Index &S&P BSE Smallcap Index advancedby 5.8% and 6.1% respectively. Sta...
September 2022 : Monthly Equity Outlook By George Thomas, Quantum AMC
September 2022 : Monthly Equity Outlook By George Thomas, Quantum AMC
Source: Quantum AMC
7/09/2022 3:07:45 PM
Tullow Oil in talks with Indian groups over Kenyan project Executives from Tullow Oil held talks with India's ONGC Videsh Ltd in Nairobi this week as the London-based firm seeks a strategic investor for its onshore oil project in Kenya, the company said on Saturday. A senior official at Kenya's Ministry of Petroleum and Mines tweeted earlier this week that ministry officials had met the Indian High Commissioner to Kenya along with representatives of ONGC Videsh, the overseas investment arm of Oil and Natural Gas Corp, and Indian Oil Corpor...
Tullow Oil in talks with Indian groups over Kenyan project
Tullow Oil in talks with Indian groups over Kenyan project
Source: Reuters
31/07/2022 9:55:37 AM