We remain very constructive on power, energy sector: Sandeep Tandon

economictimes.indiatimes.com:

«It is a very big call, we believe, all power companies should be given the shot. Now, only challenge comes into picture is that we have to see up to what extent it has been priced in and to what extent it is not,» says Sandeep Tandon, CIO, Quant Mutual Fund.

At the recently concluded GBS, you also had the Power and Renewable Energy Minister talking about how the sector is really gearing up for capacities to meet the growing electricity demand given that there has been a huge surge as well in economic growth. As a space as well, a lot of stocks within the sector have fired up. What is your take on the power stocks?
So power or energy as a thesis, we remain very constructive for a while. We have been talking about it for more than a year now. This is the opportunity which we talk about both not only in public sector, even in the private sector. And again, this also, if I look at much larger thesis about renewables coming into picture or new age energy, I think then this thesis can last even again for a decadal perspective.

Unlock Leadership Excellence with a Range of CXO Courses

It is a very big call, we believe, all power companies should be given the shot. Now, only challenge comes into picture is that we have to see up to what extent it has been priced in and to what extent it is not.

So, I think the best strategy to