Fund Manager Talk | Be selective on capex stocks, bullish on power infra theme: Nimesh Chandan

Nimesh Chandan, CIO of Bajaj Finserv AMC, is bullish on large-caps and sectors like power infrastructure, pharma, online platforms, and real estate. He emphasizes long-term investing, focusing on megatrends, and acknowledges the risk of lower returns after consecutive years of strong performance.

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