From a contrarian perspective, Nimesh Chandan, the CIO of Bajaj Finserv AMC is positive on the home improvement and metals sector. In addition, certain Chemicals bets also stand out as good contrarian opportunities, he said in an interview to Moneycontrol.

According to him, the biggest risk in Samvat 2082 stems from global geopolitics and unresolved trade or tariff wars. These structural tensions can disrupt supply chains, impact commodity prices, and create volatility across currencies and equity markets, he believes.

Even after 59 percent rally in the Samvat 2081, he expects gold to remain strong in the coming year, supported by persistent ETF inflows and robust central bank buying.

What are the biggest risks and opportunities for equity investors in the new Samvat year?

The biggest

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