Markets to bounce back in 2026: Earnings revival, consumption and capex to drive rally: Nimesh ChandanIndian equity markets are set for a stronger 2026 as earnings growth revives, consumption picks up and capex improves, says Bajaj Finserv A...
23 Dec, 2025, 09.00 AM IST
Nifty below fair value, but big opportunities ahead: Nimesh Chandan lists sectors to watchDespite muted 2025 returns, markets showed interest in niche themes like data centers, PEBs, and semiconductors. Strong drivers include fin...
23 Nov, 2025, 01.08 PM IST
The Golden Thumb Rule| Wealth creation lies in riding the growth phase of megatrends, not chasing hype: Bajaj Finserv AMC CIOBajaj Finserv AMC's CIO, Nimesh Chandan, advises retail investors to focus on megatrends for long-term wealth creation, emphasizing the imp...
20 Aug, 2025, 09.01 AM IST
The Golden Thumb Rule: Buy-and-hold has evolved into buy-and-watch in today’s disruptive world, says Nimesh ChandanNimesh Chandan of Bajaj Finserv AMC suggests that investors should shift from a "buy-and-hold" to a "buy-and-watch" strategy to align with ...
20 Aug, 2025, 09.00 AM IST
This will be a year of largecaps and quality stocks; India’s big story is consumption: Nimesh ChandanNimesh Chandan, CIO at Bajaj Finserv AMC, advises long-term investors to see market volatility as an opportunity. He highlights the potenti...
25 Mar, 2025, 03.01 PM IST
Largecaps and select smallcaps to lead market bounce: Nimesh ChandanSo, I would say not all smallcaps or midcaps are expensive. There are pockets now which have become attractive. But overall, if you look at...
19 Nov, 2024, 02.28 PM IST
ETMarkets Smart Talk: The Psychology of investing! Stay grounded in a bull market, says Nimesh ChandanSwaying with the pendulum of market mood can compel the investor to buy during a bubble and sell during a crash. But it is important to und...
04 Oct, 2024, 09.04 AM IST
ETMarkets Smart Talk: Investing amid high valuations - Nimesh Chandan's take on stock picking and emerging IPOsThis feeds into the consumer cycle as well. So, the setup in terms of the corporate and economic background is very good. However, in the p...
26 Sep, 2024, 09.00 AM IST
ETMarkets Smart Talk: Chemicals & CRAMS sectors likely to get re-rated in FY25: Nimesh ChandanNimesh Chandan discusses FII selling, Nifty earnings estimates stability, and the potential for continued growth in the Real Estate sector ...
28 May, 2024, 09.00 AM IST
Bajaj Finserv Mutual Fund launches Multi Asset Allocation FundThe scheme will be benchmarked against 65% Nifty 50 TRI + 25% NIFTY Short Duration Debt Index + 10% Domestic Prices of Gold. Nimesh Chandan...
10 May, 2024, 01.27 PM IST
ETMarkets Smart Talk: Corrections can come in, but India to remain an attractive investment destination: Nimesh ChandanNimesh Chandan from Bajaj Finserv AMC sees India as a secure long-term investment. Despite potential corrections, the equity market is opti...
23 Apr, 2024, 09.02 AM IST
ETMarkets Smart Talk: Nimesh Chandan on markets, dividend-paying stocks & why investors should exercise caution in SME spaceNimesh Chandan, CIO of Bajaj Finserv AMC, advises focusing on companies trading below their intrinsic value. He believes that India is outp...
14 Mar, 2024, 09.40 AM IST
We need to change our approach to market this year onwards. Nimish Chandan explains whyNimesh Chandan, CIO of Bajaj Finserv Asset Management, believes that the markets have reached fair and higher than reasonable valuations. A...
21 Feb, 2024, 03.14 PM IST
Bajaj Finserv Mutual Fund launches Bajaj Finserv Banking and PSU FundThe fund will be jointly managed by Siddharth Chaudhary, Senior Fund Manager- Fixed Income and Nimesh Chandan, CIO.
25 Oct, 2023, 12.45 PM IST
Bajaj Finserv Mutual Fund files papers to launch seven schemesBajaj Finserv received the final approval to commence its mutual fund operations from the Sebi last month. The asset management business ha...
11 Apr, 2023, 02.14 PM IST
Bajaj Finserv gets Sebi approval for mutual fund businessGanesh Mohan, who has been part of Bajaj Finserv for eight years and worked as group head - corporate strategy, will take over as the chief...
02 Mar, 2023, 09.40 AM IST
Nimesh Chandan on where to find better returns than largecapsSmallcap companies going through some cyclical downturn because they are more connected to the economy.
13 Nov, 2019, 04.55 PM IST