NBFCs, capital goods or insurers? Where Quantum AMC CIO is investing now

NBFCs, capital goods or insurers? Where Quantum AMC CIO is investing now


By CNBCTV18August 6, 2026, 3:32:42 PM IST (Updated)

Corporate earnings stayed strong through crude oil swings, with demand holding up across FMCG, auto, and real estate. Quantum AMC’s George Thomas has exited pricey NBFC and capital goods names, bettin…



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