Fund Manager Talk | 4 sectors to watch: Quantum AMC's playbook for India's domestic recovery

Quantum AMC's Chirag Mehta is strategically positioning his portfolio for India's anticipated economic recovery, favoring banking, consumer discretionary, materials, and utilities sectors. Despite high cash levels due to valuation concerns, Mehta emphasizes a disciplined, value-oriented approach. He advises investors to prioritize fundamental analysis and long-term investing over chasing short-term gains for sustained wealth creation.