ETMarkets Smart Talk | Manufacturing, healthcare and financialisation could create India’s next wealth creators: Sanjay Doshi
A mutual funds development with market-wide reach.
· Economic Times Markets
Abakkus Mutual Fund’s Sanjay Doshi sees opportunities across market capitalisations, despite elevated mid- and smallcap valuations. He urges investors to prioritise sustainable earnings, cash flows and returns on capital, maintain disciplined stock selection and align SIP allocations with long-term goals.
The analysis
Fund flows and NAV moves show where domestic retail conviction is actually going, month after month.
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Why it matters
- Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Market context
- This is a market-wide development — its reach goes beyond any single stock.
- Sector exposure: Capital Goods & Engineering, Capital Markets.
In this story
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