This is a very good opportunity to pick up companies or sectors that are benefitting from the capex cycle. Valuations are also quite attractive because people are still skeptical, says Nimesh Chandan, Head - Investments, Equities, Canara Robeco Mutual Fund. Edited excerpts:
What do you make of the market being near all-time high? What is the market trying to price in?
Clearly, the market is looking beyond the near-term to price in the recovery...
