Archive · 10 Jan 2026
Bajaj Finserv AMC CIO Bullish on India
Nimesh Chandan, the head of investments at Bajaj Finserv AMC, believes that the recent drop in the stock market is due to people feeling uncertain, not because the underlying economic conditions are bad.
He thinks that the companies are still doing well and there is plenty of money available in the market.
Once the global worries settle down, he expects the market to improve again.
So, he is still optimistic about India's economic future.
Bajaj Finserv AMC CIO Nimesh Chandan attributes the recent equity sell-off to sentiment rather than fundamentals.
He points to resilient earnings and supportive liquidity conditions as reasons for optimism.
Chandan believes global uncertainty is driving the market downturn.
He expects a sentiment-driven re-rating once global noise subsides.
Chandan remains bullish on India's economic outlook.
- Who
- Nimesh Chandan, CIO of Bajaj Finserv AMC
- What
- Recent equity sell-off driven by sentiment, not fundamentals
- When
- Not specified
- Where
- India
- Why
- Resilient earnings and supportive liquidity conditions
- Person
- Nimesh Chandan
- Role
- CIO, Bajaj Finserv AMC
- Market Condition
- Equity sell-off
- Reason for Optimism
- Resilient earnings, supportive liquidity
- Sentiment
- Heightened uncertainty