Nimesh Chandan

ETMarkets Smart Talk: Investing amid high valuations – Nimesh Chandan’s take on stock picking and emerging IPOs

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ETMarkets Smart Talk: Investing amid high valuations – Nimesh Chandan’s take on stock picking and emerging IPOs

“In largecaps, Nifty is trading slightly higher than its average valuation but has not reached high or historical valuation levels. So, in a way, largecaps become an easier choice right now compared to midcaps and smallcaps,” says Nimesh Chandan, CIO, Bajaj Finserv AMC.In an interview with ETMarkets, Chandan said: “If you are able to find … Read more

Fund Manager Talk | Sensex @ 81,000: Time to think contrarian, sector rotation likely, says Nimesh Chandan

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Fund Manager Talk | Sensex @ 81,000: Time to think contrarian, sector rotation likely, says Nimesh Chandan

With the post-election and pre-Budget rally taking Sensex towards uncharted zone of 81,000 level, Nimesh Chandan, CIO, Bajaj Finserv AMC, says elevated valuation level is forcing him to think contrarian. “Due to high valuations in certain pockets of the market, we may see some sector rotation by investors in the coming months,” says the Dalal … Read more