Quant's Sandeep Tandon expects market pullback rally, sees 3-5-year optical fibre opportunity
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Key takeaway
Quant Mutual Fund CIO Sandeep Tandon signals a sector tilt toward optical fibre companies amid a global supply shortage.
- Step 1 · The triggerQuant Mutual Fund CIO Sandeep Tandon publicly signals a preference for optical fibre companies amid a global supply shortage, and caution on capital-market and banking stocks.
- Step 2 · Knock-onfund flows and retail sentiment rotate toward optical fibre names and away from capital-market and banking names, tightening optical fibre supply further and softening demand for capital-market and banking services.
- Step 3 · Reaches youIndian SMEs in the optical fibre supply chain see firmer order books and pricing power, while SMEs serving capital-market and banking clients see softer demand and tighter credit conditions.
The trigger is reported by the source below. The steps that follow are Branch²’s traced reasoning — how the shock could reach a business like yours, not a prediction.
Source: CNBC TV18 (Markets)
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