Bajaj Finserv MF CIO Sees Up-move Ahead in Stocks | Identifies key Investment Opportunities

Bajaj Finserv Mutual Fund CIO Nimesh Chandan remains constructive on Indian equities, saying the market is emerging from a period of earnings downgrades, geopolitical uncertainty and valuation correction. With crude oil prices easing and supply flows through the Strait of Hormuz normalising, he believes the risks from the Middle East conflict are receding rather than escalating. Chandan argues that India has already undergone a significant time correction, particularly in mid- and small-cap stocks, creating attractive opportunities for long-term investors. He noted that while earnings growth slowed over the past two years amid tariffs, wars and elevated commodity prices, several economic indicators had begun improving before the latest geopolitical flare-up. Factors such as income tax cuts, lower interest rates, rising wealth from gold and silver, and stronger consumption trends were supporting economic activity. Chandan highlighted improving trends across automobiles, cement, steel, retail and jewellery, adding that India is gradually returning to a stronger growth trajectory. While he does not expect markets to hit new highs immediately, he believes the journey toward renewed earnings growth and market expansion has already begun. Watch here -#NimeshChandan #StockMarket #IndianEquities #MutualFunds #Investing #MidCaps #SmallCaps #BajajFinservMutualFund #MarketOutlook #PersonalFinance #Moneycontrol #LongTermInvesting #Sensex #Nifty #WealthCreation Moneycontrol is India’s leading financial portal, offering market news, expert analysis, and powerful tools. A part of Network18, moneycontrol.com is India’s most trusted destination for financial and business news. #live #livenews #latestnews #topnews #moneycontrol #moneycontrollive #businessnews #businessnewslive #stockmarket #stockmarket #sharemarketnews #stockmarketliveupdates Subscribe: https://bit.ly/moneycontrolyoutube Follow us: Visit https://www.moneycontrol.com/ Facebook: /moneycontrol Twitter: /moneycontrolcom Instagram: /moneycontrolcom