Nimesh Chandan, CIO at Bajaj Finserv AMC, advises long-term investors to see market volatility as an opportunity. He highlights the potential in large-cap stocks, the positive outlook for consumption, selective banking investments, and the promising future of healthcare. He stresses the importance of continuing SIPs to achieve financial goals despite market fluctuations.
AI chip rally faces reality check, but bubble fears may be overdone: Adrian Mowat
South Korean chip stocks are experiencing a temporary dip, not an AI bubble burst, according to EM-Equity Strategist Adrian Mowat. He attributes the volatility to