Nimesh Chandan backs private banks, cyclicals as valuations turn attractive

Amid ongoing geopolitical tensions and energy-led uncertainty, market volatility has raised an important question for investors — is it time to start buying? According to Nimesh Chandan, from Bajaj Finserv AMC, the recent correction should be seen as a temporary disruption rather than a fundamental shift in India’s growth story. “Indian economy, business cycle, and credit cycle were doing very well… this is a speed bump, not a structural issue.” He adds that improving geopolitical signals are en...