{
  "id": 985840,
  "title": "ETMarkets Smart Talk| Where is the value? Sachin Bajaj favours financials, healthcare, capex plays",
  "url": "https://urgent.news/2026/08/15/etmarkets-smart-talk-where-is-the-value-sachin-bajaj-favours",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-08-15T07:16:31.000Z",
  "source": {
    "name": "The Economic Times - Top News",
    "slug": "the-economic-times-top-news",
    "url": "https://economictimes.indiatimes.com/markets/expert-view/etmarkets-smart-talk-where-is-the-value-sachin-bajaj-favours-financials-healthcare-capex-plays/articleshow/133258090.cms"
  },
  "original_language": "en",
  "account": null,
  "summary": "The Economic Times reports that Indian equities have shown signs of stabilisation after a sharp correction in the first half of 2026. Executive Vice President and Chief Investment Officer at Axis Max Life, Sachin Bajaj, identifies financials, healthcare, particularly CDMOs and hospitals, capital goods, and capex beneficiaries as areas with attractive opportunities. Bajaj also highlights potential in digital platforms and companies benefiting from manufacturing and supply-chain diversification. However, he advises investors to avoid stocks with valuation multiples far ahead of underlying earnings growth. Bajaj discusses the outlook for private capex, the return of foreign investor flows, India's valuation premium over emerging markets, and the revival in IPO activity for the broader market.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}