Chawla is the CIO (Equity) at Baroda BNP Paribas Mutual Fund
21-May-2025•Chirag Madia and Ruchira Sharma
Indian equities have had a turbulent run since late 2024, with mid and small caps taking the sharpest hit. But Sanjay Chawla, Chief Investment Officer (Equity) at Baroda BNP Paribas Mutual Fund, isn't rattled. He sees the current slowdown not as a red flag, but a reset - a cyclical pause shaped by capex fatigue post-elections and rising global trade tensions.
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