Quantum AMC's Portfolio Strategy: Why It Is Bullish On Banks, Insurance, IT & Export Stocks

Markets may have remained range-bound, but investment opportunities continue to emerge across select sectors. George Thomas, Fund Manager–Equity, Quantum AMC, explains why the fund has been selectively increasing exposure to private sector banks, life insurance companies and export-oriented businesses. He believes the insurance sector offers a long growth runway as penetration remains low, while financials and IT continue to be the fund's largest portfolio allocations. With tariff-related concerns easing, Quantum AMC has also raised exposure to export-focused themes.