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

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, betting instead on life insurers and a housing financier. Which stocks made the cut? Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

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