Saturday, 15 August 2026 · World
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EUROS The World Financial Report
Nº 35 Saturday, 15 August 2026 · World Edition
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ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays

Markets-Economic Times · 2h ago · 🇮🇳 India
ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays

Axis Max Life CIO Sachin Bajaj sees Indian equities entering a favourable phase as earnings recover, valuations moderate and domestic flows remain strong. He favours financials, healthcare, capital goods, digital platforms and manufacturing beneficiaries, while cautioning against expensive stocks.

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