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Markets may have bottomed; commodities in focus, IT underweight: Bajaj Finserv AMC
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CNBC TV18 - Markets 74d ago

Markets may have bottomed; commodities in focus, IT underweight: Bajaj Finserv AMC

Bajaj Finserv AMC CIO Nimesh Chandan highlighted commodities as a key sector due to supply constraints and demand trends, while remaining cautious on IT. He also sees opportunities in defence, healthcare, and metals over the medium term.

BAJAJFINSVBAJAJHCAREBANKBETFCHANDANDEFENCEFOCUSHCGHCG-REHEALTHCARELIQUIDBETFNIFTYBETFConsumer DurablesFinancial Services