Christy Mathai used market dip to buy insurance, logistics stocks; here's his sector-by-sector playbook

Fund manager Christy Mathai used the recent market dip to add insurance and logistics stocks to his portfolio, selectively rebuilding exposure. He favors financials and IT over defense and chemicals, anticipating an AI-driven inflection point for IT services and near-term tailwinds for FMCG. He expects war-driven inflation fears to ease, limiting the duration of the earnings hit.