₹32,000 Crore Fund Manager Reveals Where He’s Investing In 2026 | Kushal Lodha #353

Nimesh Chandan-CIO of Bajaj Finserv Asset Management, Manages ₹32,000 crore built from scratch in 3 years. In this episode, he decodes "Buy the Rumour, Sell the News" using the 2014 election, reveals which sectors Bajaj Finserv AMC is bullish on today, and shares his gold, silver & SIP allocation framework for young investors.What You'll Learn:1.Buy The Rumour, Sell The News: Why the 2014 Modi victory moved markets only 1%, why great earnings crash stocks, and how Post Earnings Announcement Drift works.2.Bullish Sectors Right Now: Metals, cement, defence, power, auto ancillaries, private banks, US generics, CDMO, consumer discretionary-and the 3 cycles driving this view.3.Quality vs Growth vs Value: Why quality stocks underperformed recently and why that's actually the opportunity.4.Gold & Silver Thesis:Central bank buying, silver's rising AI demand, and how the Multi Asset Fund captured gold's rally.5. ₹10,000/Month SIP Framework: Why beginners should split equally across flexi cap, multicap, multi asset, and large & mid cap.#nimeshchandan #bajajfinservamc #thestoicinvestor #buytherumorsellthenews #behavioralfinance #stockmarketindia #goldinvesting #silverinvesting #konversationwithkushal #kushallodha