Dalal Street investors have become richer by Rs 30.20 lakh crore this year, helped by a rise of over 8 per cent in the BSE benchmark Sensex, despite multiple headwinds in the form of exodus of foreign funds, rate-related uncertainties, high valuations and a weakening rupee. Analysts said despite the headwinds, equity markets showed resilience, […]
Despite the consolidation phase, Nifty is trading below its intrinsic value, says Nimesh Chandan, CIO of Bajaj Finserv Asset Management. He believes this undervaluation represents a strong entry point for investors, with earnings growth expected to accelerate in FY26-27. Chandan is bullish on BFSI, consumer, pharmaceuticals, chemicals and home improvement as key alpha generation sectors.Edited […]