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economictimes.indiatimes.com / 1 year ago
financialpost.com / 1 year ago
economictimes.indiatimes.com / 1 year ago
economictimes.indiatimes.com / 1 year ago
Where’s the value? Christy Mathai’s shares ideas from his sectoral playbook
Christy Mathai of Quantum MF, in a discussion on ET Now, outlined his views on which sectors appear vulnerable to further correction and which ones present attractive opportunities at current valuations.
Private sector banks: The largest portfolio bet
<div data-placement=«Mid Article Thumbnails» data-target_type=«mix» data-mode=«thumbnails-mid» style=«min-height:400px; margin-bottom:12px;» class=«wdt-taboola» id=«taboola-mid-article-thumbnails-118615617»>Among all sectors, banking remains Mathai’s top allocation, with private sector banks accounting for a significant 25% of his portfolio. Despite near-term challenges such as deposit growth concerns, regulatory risk-weight increases, and asset quality issues in select areas, Mathai believes these are not structural problems and sees deep value in the space.
“Credit growth, over long cycles, has consistently been around 2.5x to 3x of real GDP growth, and while some short-term headwinds exist, they are not major concerns when viewed through a three-year horizon,” he explained.
Mathai emphasized that valuation across private sector banks is at decadal lows, making them one of the most attractive segments for long-term investors. “Given the historically low valuations, we have been increasing our allocation to private banks, as they are likely to be the biggest beneficiaries of the next economic expansion,” he added.
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