Market Guru: Strategies, Valuations & Market Direction With George Thomas

On Business Today Television, George Thomas (Quantum AMC) discussed India's challenging 2025 equities market—characterized by weak earnings, demand slowdown, FII outflows, rupee at record lows (~90.5-91/USD), and momentum shifting to precious metals like silver (surpassing ₹2 lakh/kg amid historic rally).Despite government measures (tax cuts, 125bps rate reductions), markets slid slowly. He anticipates 2026 improvement: earnings rebound from low base, private capex revival, favorable valuations attracting flows. Optimistic on financials (banks/insurance tailwinds), IT (tech refresh).Advise continuing SIPs in valuation-conscious funds; selective in small/mid-caps. Prefer gold (20% allocation diversifier) over silver (industrial risks, tactical only).Rates likely stable medium-term; strong two-year Nifty upside. Quantum Value and Small Cap funds poised for best returns.