Selective but optimistic: George Thomas of Quantum AMC flags big opportunities in IT, banks, logistics & hospitality

Quantum AMCs George Thomas says Indias markets may finally be turning a corner as tax cuts, soft inflation, and early demand revival boost earnings visibility. Largecaps, IT, banks, insurance, and select logistics and hospitality names are emerging as key opportunities. With valuations normalizing and discretionary spending stabilizing, Quantum expects stronger growth and improved market performance ahead.