Earnings recovery ahead: Quantum AMCs Christy Mathai bets on banking, logistics, and pharma

Christy Mathai, Fund Manager at Quantum AMC, expects Indian markets to trend higher as earnings recover and macro tailwinds strengthen. Banking remains a core holding, while logistics, pharma, and insurance are emerging as new opportunities amid attractive valuations. With monetary easing and fiscal support boosting consumption, she sees a positive long-term market outlook.