Nimesh Chandan backs private banks, cyclicals as valuations turn attractive

Indian markets are experiencing a temporary disruption, not a fundamental shift. Bajaj Finserv AMC's Nimesh Chandan sees this as a chance to buy good companies at attractive prices. Financials, materials, and industrials are favored sectors. Consumption is recovering broadly. Long-term investors can build positions for future growth.

from Economic Times https://ift.tt/6RV8eKW