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.
Fund Manager Christy Mathai used the recent market dip to acquire insurance and logistics stocks. He anticipates easing inflation fears and a shorter impact on earnings, favoring financials, IT, and FMCG sectors. Mathai also foresees an AI-driven boost for IT services, while…
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