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The Economic Times
The Economic Times
Business
Kshitij Anand

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.

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