RBI Rate Hike Fears: Why Financials & Pharma Remain Safe Bets Amid Market Correction

Could the RBI be heading towards another rate hike cycle? And if so, what does it mean for banking and pharma stocks? In this exclusive conversation, George Thomas, Fund Manager – Equity at Quantum AMC, explains why the fund house continues to remain overweight on financials despite concerns around inflation and rising interest rates. He shares insights on bank margins, credit costs, retail lending trends and why corporate balance sheets continue to remain strong. The discussion also dives into pharma opportunities, semaglutide-driven tailwinds, the impact of a weakening rupee and how Quantum AMC is approaching stock selection across sectors in the current market environment. Watch the full interview for key market insights, sectoral strategies and investment views on financials, pharma and the RBI policy outlook.