Are markets looking beyond RBI policy now? Nimesh Chandan, CIO at Bajaj Asset Management, says the next big trigger is the global backdrop, especially crude oil prices and developments in West Asia. He remains bullish on banks, citing attractive valuations and improving credit growth, while calling BFSI one of the best long-term plays. Chandan is also positive on small caps, backed by strong earnings surprises, and prefers consumer discretionary over staples as demand improves.Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
