Beyond The Noise: George Thomas On Long-Term Equity Strategy | Market Guru

In this episode of Market Guru, George Thomas, Fund Manager – Equity at Quantum AMC, decodes what’s fueling India’s equity rally and whether it’s sustainable amid global headwinds. He discusses the resilience of domestic consumption, steady corporate earnings, and the inflow of retail investments that continue to power the markets. Thomas shares his outlook on valuations, the midcap surge, and where cautious investors should look for opportunities now. From macro trends to sector rotation, this insightful conversation offers clarity on whether investors should stay the course or book profits. A must-watch for those navigating the high-valuation market with a long-term mindset.