The regulatory environment for the past four years has not been incredibly favourable for mergers and acquisitions, it has not been favourable for consolidation of certain industries and so I think that is a big part of what was playing out today.
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