Quant’s Sandeep Tandon sees optical fibre opportunity, stays cautious
In short
Quant Mutual Fund founder and CIO Sandeep Tandon said he is still choosing stocks carefully. He likes optical fibre companies because of a global supply shortage, but he is cautious on capital-market and banking stocks.
This matters for investors watching sectors that could benefit or lag. The report does not say which companies he prefers or when the market pullback rally may happen.
What the reporting says
Quant Mutual Fund founder and CIO Sandeep Tandon said he remains selective across sectors and favors optical fibre companies amid a global supply shortage. The publisher-supplied summary says he is cautious on capital-market and banking stocks and is watching valuations, ownership levels and earnings growth. The report does not give a trade recommendation, portfolio size or a timing call for the expected market pullback rally.
Why it matters
Quant Mutual Fund founder and CIO Sandeep Tandon said he is selective across sectors, with a preference for optical fibre companies because of a global supply shortage. He also said he remains cautious on capital-market and banking stocks and is watching valuations, ownership levels and earnings growth. The comment is relevant to Indian market investors and sector allocation decisions, but the reporting gives no specific stock names or timing.