QUANTUM ADVISORS

Over the last couple of years, thankfully, there is growing awareness towards conserving the environment and making the world a better place for generations. The disruptions brought by the pandemic, war, climate change, and pollution, are perhaps making us more thoughtful.

Over the last couple of years, thankfully, there is growing awareness towards conserving the environment and making the world a better place for generations. The disruptions brought by the pandemic, war, climate change, and pollution, are perhaps making us more thoughtful.

Despite the global pool of around $300 trillion, the allocation to India from various sources stands at $1.5 trillion, accounting for less than 1%. This allocation to increase in tandem with India's expanding share in global GDP, which will rise from the current 3% and foreign investors will look to take advantage of this growth.

Despite the global pool of around $300 trillion, the allocation to India from various sources stands at $1.5 trillion, accounting for less than 1%. This allocation to increase in tandem with India's expanding share in global GDP, which will rise from the current 3% and foreign investors will look to take advantage of this growth.

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India has faced many tough situations. However, its inherent long-term resilience due to a structural micro story; low-hanging macro policy reform opportunities; and the improving standards of regulatory governance; has ensured that India has always recovered from a crisis.

India has faced many tough situations. However, its inherent long-term resilience due to a structural micro story; low-hanging macro policy reform opportunities; and the improving standards of regulatory governance; has ensured that India has always recovered from a crisis.

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With global economy in the doldrums, volatility in stock markets across the world has become a norm. Quantum Advisors’ Ajit Dayal, describes the perfect strategy for long-term investors

Mr. Ajit Dayal explains how the Indian government is trying to do very good things but attributing everything to one individual may scare away the foreign investors.

Ajit Dayal in excluisve interview with ET Seadesh, shares outlook for 2023 and views on Indian economy

Ajit Dayal in excluisve interview with ET NOW shares his views on India versus the rest of the globe. He believes that for the next 20 years, India will continue to surprise. NOW's Ajaya Sharma spoke with Ajit Dayal, Founder, Quantum Advisors

Arvind Chari expalain, how now in India is a natural cyclical economic recovery from the downtrend aided by strong corporate and bank balance sheets, improving demand for real estate, higher fiscal support, and strong FDI capital flows

IV Subramaniam of Quantum Advisors explians how in the last few years, any reference to an increase in interest rates in the US led to a short-term rout in stock markets of many countries including India

IV Subramaniam of Quantum Advisors believes India looks good on multiple parameters and the potential to earn long-term returns from the equity market remains high despite the volatility and corrections.

ETMutualFunds reached out to Subramaniam to find out his experience of dealing with volatile phases in the market. Naturally, Subramaniam remembers vividly the 92 scam, transition of Indian stock market… Read about his journey in the market and how he dealt with bad phases.

BQ Prime In conversation with Quantum Advisors India's Arvind Chari to discuss hike in Repo rate and CRR

Arvind Chari's take on the Russia-Ukraine war the challenge for India.

Ira Duggal, in conversation with Arvind Chari, discusses the impact of RBI policy.

The Budget's growth push and corporate India's strong rebound after the pandemic-era lows of 2020 may be propelling equity markets forward but are investors ignoring the risks that a multi-year rise in sovereign borrowing costs represent? How will valuations be affected, and what are the best options for mutual fund investors as the RBI looks set to embark on a tighter monetary policy. Quantum Advisor’s CIO Arvind Chari charts a course for both the debt and equity markets and presents his advice for investors.

Arvind Chari, CIO , Quntum Advisors expect the RBI and the MPC to re-calibrate its monetary policy stance in its meeting next week.

The discussion packed in a laundry list of ideas and insights that didn't just lay out the basic rules to investing in mutual funds, but also elaborated on how thoughtful investing is the first step to better investment management.

Ajit Dayal, Founder - Quantum Mutual Fund talks to Moneycontrol's Personal Finance Editor Kayezad E. Adajania about managing one's investment journey and investing like a pro.

Quantum Advisors' Chief Investment Officer, Arvind Chari shares his take on how the Fed's decision on faster interest rate hikes will impact India

By AJIT DAYAL
BOMBAY

"The coffers of the country are empty." said Indian Prime Minister V.P. Singh in his Inaugural address to the nation. But judging by the phenomenal growth in Investment habits of Indians, the coffers of the citizens of India are far from empty.

Consider the numbers. In 1950, less than Rs. 2 billion (US$251 million) was raised through the Indian stock markets. In 1989, that figure was Rs. 53 billion. (US$3.1 billion). In local currency terms, share prices have appreciated by nearly 800% in the 1980s, according to the Bombay Stock Exchange Sensitivity Index of 30 stocks, A study done by Quantum Financial Services, Bombay-based financial consultants, shows that the 10 largest capitalized companies have seen their market capitalization increase by over 12 times in the same period. Even after taking into account the perpetual weakness of the Indian Rupee vis-à-vis the international currencies, share prices have still appreciated by over 500%.

This investment represents just 2% of the nation's household savings: market capitalization has only reached 10% of India's GNP. There is lots of room to grow if the national government reduces its dominance and takes the necessary steps to make the markets more attractive to small and private investors.

The strong performance of the secondary markets continues to attract local and foreign money. In 1980, only one million Indians invested in the country's financial markets. Today there are about five million Indian investors: even this represents less than 5% of the middle and upper- class population. As the government finds itself hard-pressed to finance the modernization of the Indian economy, it has begun to let companies tap the deep pockets of Investors rather than rely on the state-run development banks. Even the deepest pockets will soon be emptied, however. If the government does not encourage a financial infrastructure that bolsters investor confidence in the integrity of the markets-something that has been lacking in the 110-year history of the Indian stock exchanges.

Spread the Equity Cult

The government should:
• equip and empower the now-dormant Securites and Exchange Board of India to commence its stated objective of developing the capital markets In India;
• force mutual funds to disclose their Investments;
• allow private-sector companies to float mutual funds on the same terms and conditions as the government funds; force brokers to disclose transaction details and strengthen the capital base of market-makers (jobbers);
• allow foreign financial-services companies to participate in the emerging Indian markets.

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