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ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays

After a sharp correction in the first half of 2026, Indian equities are showing signs of stabilisation, with improving earnings, resilient domestic flows and more reasonable valuations providing a stronger fundamental backdrop.Sachin Bajaj, Executive Vice President and Chief Investment Officer at Axis Max Life, believes the market is entering a more favourable phase as the earnings recovery gains traction and FY27 growth visibility improves.In an interaction with Kshitij Anand of ETMarkets, Baj…

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Economic TimesLean R·2h ago
ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays
After a sharp correction in the first half of 2026, Indian equities are showing signs of stabilisation, with improving earnings, resilient domestic flows and more reasonable valuations providing a stronger fundamental backdrop.Sachin Bajaj, Executive Vice President and Chief Investment Officer at Axis Max Life, believes the market is entering a more favourable phase as the earnings recovery gains traction and FY27 growth visibility improves.In an interaction with Kshitij Anand of ETMarkets, Baj…
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ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays

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ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays

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