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‘Bullish On,’ Sandeep Tandon Of Quant Mutual On Pockets Of Opportunity In Market With Nikunj Dalmia

Sandeep Tandon from Quant Mutual Fund

• Valuations are rich but not expensive
• The easy phase of the bull market is over
• Churning is important in today’s world to generate alpha
• In the next 30 years, the relevance of the leverage economy will decline and the real economy will return.
• He already sold HDFC in Sep 2022
• They hold smaller banks like Karnataka Bank, RBL or J&K trading close to their book value.
• Pharma, metals and mining are in the neglected category and can perform well in the next 3 years
• PSU rally has still some legs left as people are still owning with hesitation.
• Overweight on Reliance