Sector rotation only way to generate extra alpha during market frenzy: Sandeep Tandon
The MD and CEO of Quant Mutual Fund says he will worry only when retail investors start dumping stocks and the mutual funds' flow becomes extremely negative.
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The MD and CEO of Quant Mutual Fund says he will worry only when retail investors start dumping stocks and the mutual funds' flow becomes extremely negative.
Tandon beleives that India’s strong macros both in absolute and relative terms have put the country on a ‘buy on dips’ strategy.
Mid-caps and small-caps, according to Sandeep Tandon, will outperform in the long term.
'If we combine the risk appetite and liquidity data, the analysis shows that the money is shifting to Asia. And if 8-10 percent of money shifts to Asia or India then there will be a tsunami out here,' Tandon said
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