Quantum AMC’s Christy Mathai sees tailwinds for largecaps, bets on financials & IT
Quantum AMCs Christy Mathai expects stronger earnings momentum for large-cap stocks, driven by GST cuts, tax reliefs, and improving liquidity. She favours financials, IT, and auto sectors, highlighting disciplined investing in well-governed companies trading below intrinsic value for long-term compounding.
Quantum AMCs Christy Mathai expects stronger earnings momentum for large-cap stocks, driven by GST cuts, tax reliefs, and improving liquidity. She favours financials, IT, and auto sectors, highlighting disciplined investing in well-governed companies trading below intrinsic value for long-term compounding.
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