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Quantum AMC is optimistic about earnings per share growth. Interest rate cuts and corporate cash reserves support private capital expenditure. Tariff uncertainty remains a concern. IT and auto sectors show promise. Cement sector faces seasonality but overall improvement is expected. The firm favors banks, financials, IT, and auto. Insurance also looks attractive.
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News and Media
Oil prices are rising. Asian stocks are mostly down following Wall Street's losses. Middle East tensions are escalating. There is concern about potential US involvement. Donald Trump has commented on Iran. Investors are watching economic data. The Federal Reserve is meeting. Some anticipate a pullback in US equities. Global stocks may outperform US stocks in the next five years.
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News and Media
ArisInfra Solutions, a B2B platform for construction materials, is planning an IPO. The company aims to raise 499.6 crore. The funds will be used to repay debt and for working capital. Revenue has grown, and the company reported profit recently. However, longer collection times and client concentration are concerns. Investors may consider tracking performance post-listing.
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News and Media
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