ACTU
26/05/2026Résumé IA
Nilesh Shetty of Quantum Advisors Warns of Earnings Disappointment, Sees Value in Private Banks, Insurance, and Large-Cap IT
Nilesh Shetty of Quantum Advisors predicts potential earnings disappointment in the next 3-6 months due to El Niño, IT job losses, and cost pressures, but identifies value in private banks, insurance, and large-cap IT, while trimming metals, autos, and power stocks.
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Economic Times