“Christy Mathai of Quantum AMC is bullish on largecaps, citing superior earnings visibility over the next two years. He finds financials the most attractive sector from a two-year perspective, supported by stable earnings momentum and meeting their 20% margin of safety criterion, particularly in large banks and select insurance companies. While core positioning is in largecaps, they have selectively added to some beaten-down smallcap names like cash logistics companies after the recent correction.”