ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays
· economictimes.indiatimes.com
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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Q) Markets have shown signs of stabilisation after posting back-to-back gains of over 1% in June and July. How are you reading the markets?
Q) Mos...