Positive impactResults
Quant's Sandeep Tandon expects market pullback rally, sees 3-5-year optical fibre opportunity
CNBC-TV18 1 hr ago·5 Oct 2026, 10:35 am
Sandeep Tandon, the Founder and CIO of Quant Mutual Fund, has advised investors to remain cautious in the current market environment. He suggests that while the market may rally due to pullbacks, investors should be selective. His focus is on companies with strong fundamentals, such as those in the optical fibre sector, which he believes offers a long-term opportunity due to global supply shortages.
Tandon also highlighted that valuations, ownership levels, and the pace of earnings growth will be critical factors for investors. He remains cautious on capital-market and banking stocks, emphasizing the importance of due diligence. His outlook suggests that while individual companies and sectors may present opportunities, a careful and selective approach is necessary for long-term success.
Looking ahead, investors should monitor global supply chain trends and the earnings growth of potential investments. Tandon's advice underscores the need for patience and a focus on quality stocks over speculative gains. Keeping an eye on these factors will help investors navigate the market's volatility and identify sustainable opportunities.
Key takeaways
- Category: Results.
- AI reads the tone as positive (potentially bullish) for the stock.
- Assessed as a significant, market-relevant update.
Why it matters
A meaningful update worth tracking. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
