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CHRISTY MATHAI
Geopolitical tensions drag markets lower, but Nifty ends week in greenIndian equities closed lower Friday, impacted by renewed US-Iran tensions, though the market secured weekly gains thanks to falling oil pri...
D-Street bears brunt of elusive US-Iran truceIndian stock markets closed the week with losses. Optimism for a US-Iran truce faded, impacting investor sentiment. Crude oil prices saw a ...
Bank stocks slip as Maha farm loan waiver adds to FPI worryBanking stocks plunged on Monday, with the Bank Nifty seeing its steepest fall since April 2025. Maharashtra's farm loan waiver announcemen...
IT sector valuations turn attractive despite AI spending shift: Christy MathaiIndian IT services firms face headwinds as global enterprises prioritize hardware over software. Despite negative sentiment, stable fundame...
Market correction opens selective buying opportunities; largecaps still offer better earnings visibility: Christy MathaiIndian markets are undergoing a sharp correction, creating selective buying opportunities, especially in beaten-down smallcaps. Quantum AMC...
Banking, IT remain core bets despite near-term market pressure: Christy MathaiDespite Nifty's pressure, earnings expectations offer optimism, especially for financials. However, foreign investors have more emerging ma...
Earnings recovery ahead: Quantum AMC’s Christy Mathai bets on banking, logistics, and pharmaChristy Mathai, Fund Manager at Quantum AMC, expects Indian markets to trend higher as earnings recover and macro tailwinds strengthen. Ban...
Quantum AMC’s Christy Mathai sees tailwinds for largecaps, bets on financials & ITQuantum AMC’s Christy Mathai expects stronger earnings momentum for large-cap stocks, driven by GST cuts, tax reliefs, and improving liquid...
How will GST reforms impact Indian stock market and key industries?Indian stock market anticipates GST simplification, potentially benefiting autos, cement, consumer goods, retail, hotels, and financials. A...
Stocks to Buy | Value Over Hype: Christy Mathai’s Hunt for Undervalued Stocks
Are current market valuations hiding opportunities or risks? Christy Mathai explainsQuantum AMC's Christy Mathai favors undervalued companies, targeting a 25% discount to intrinsic value. IT and banking sectors are attracti...
Bank Nifty scales new peak on strong buying, short coveringBank Nifty achieved a record high, closing at 57,206.70, driven by short covering ahead of the June derivative expiry. Technical analysts p...
IT sector poised for earnings surprise in FY26-27 on reviving tech spend: Christy MathaiQuantum AMC is optimistic about earnings per share growth. Interest rate cuts and corporate cash reserves support private capital expenditu...
Market recovery driven by easing macros and FII inflows, but valuations remain expensive: Christy MathaiOne, of course, if you were to just look at the plain macros, yes, things are improving after sort of not a weak first half FY25, things ar...
April Market Triggers: Christy Mathai highlights key themes for investorsIndia remains relatively insulated from global issues affecting sectors like auto and pharma, says Christy Mathai of Quantum AMC. He expect...
Where’s the value? Christy Mathai’s shares ideas from his sectoral playbookChristy Mathai of Quantum MF highlights private sector banks as his top investment due to historically low valuations and potential growth....
Christy Mathai predicts further market correction, warns of potential pain in small and mid-capsSo, our sense of the markets is let us say from the peak of the market, Sensex would have fallen by about 12% near about and if you look at...
Why Christy Mathai finds value in private sector banks nowChristy Mathai of Quantum AMC emphasizes value in private banks, FMCG, and autos despite high valuations. Caution is advised due to potenti...
ETMarkets Smart Talk: Govt may set fiscal deficit target at 5.2%-5.4% of GDP in FY 2024-25 in Budget 2024: Christy MathaiChristy Mathai says: The government is expected to set the fiscal deficit target at 5.2%-5.4% of GDP in FY 2024-25. The focus will be on mo...
This fund manager highlights expensive valuations in real estate, defence & capital goodsETMarkets spoke to Christy Mathai, Fund Manager- Equity, Quantum Mutual fund on markets, sectors to avoid and outlook for Samvat 2080.