“Nimesh Chandan is bullish on several sectors for the long term, including Financials, Industrials, Healthcare, Materials, and selectively Consumer Discretionary. He specifically highlights large private banks as offering good valuations, and within Healthcare, he favors CRAMS and hospitals. For Industrials, Defence and Power are preferred, all poised to benefit from India's economic and credit cycle upturn, improving earnings visibility, and reasonable valuations.”