Economic TimesLean R·
Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbook
Fund Manager Christy Mathai sees easing war-driven inflation fears, expecting a shorter earnings hit. He's selectively adding to his portfolio, favoring financials and IT over defense and chemicals. Mathai anticipates an AI-driven inflection point for IT services and sees near-term tailwinds for FMCG, while adopting a stock-specific approach to pharma.
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