How Nimesh Chandan of Bajaj Finserv picks stocks using the megatrend approach

Bajaj Finserv Asset Management has identified several megatrends for the Indian market and economy, including consumerism and urbanisation, health and wellness and manufacturing. The team undertakes macro analysis and studies large amounts of domestic and global data-metrics to identify transformative shifts and the impact on beneficiary sectors. The CIO is comfortable with Nifty valuations at this point and believes there are pockets of opportunities in the broader market for long-term investments.