Sanjay Doshi sees opportunities in manufacturing, healthcare and financialisation

17 Oct 2026, 11:29 am IST·1 source·Medium coverage confidence

In short

Abakkus Mutual Fund’s Sanjay Doshi said manufacturing, healthcare and financialisation could create India’s next wealth creators. He also warned that mid- and smallcap valuations are already high and said investors should look for steady earnings, cash flows and returns on capital.

This matters for SIP investors and stock pickers. The report does not say which companies will benefit or how long the view will last.

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Publisher's headline: “ETMarkets Smart Talk | Manufacturing, healthcare and financialisation could create India’s next wealth creators: Sanjay Doshi”

What this touches

Abakkus Mutual FundFinancial ServicesHealthcareIndustrialsMarketsCompaniesHealthcare

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Signal Desk summaryWritten by us from 1 source. We do not republish the original article text.See here as source ↗

Evidence status Cross-reportedCoverage confidence MediumIndependent domains 1

Only one publisher domain is currently linked. Treat details and causal claims as provisional until a primary or independent second source is available.

Sources used for this explanation: Economic Times Markets

What the reporting says

Abakkus Mutual Fund’s Sanjay Doshi pointed to opportunities across market capitalisations in reporting on India’s next potential wealth creators. He said investors should focus on sustainable earnings, cash flows and returns on capital, while noting that mid- and smallcap valuations are elevated. The immediate consequence is a cautious stock-selection message for SIP investors and the broader market.

Why it matters

Abakkus Mutual Fund’s Sanjay Doshi highlighted opportunities across market capitalisations and named manufacturing, healthcare and financialisation as areas that could create future wealth. His message was to stay disciplined on stock selection and focus on earnings quality, cash flows and returns on capital, especially with elevated mid- and smallcap valuations. The reporting does not identify specific stocks or a near-term catalyst.

Where this came from

Economic Times MarketsRead the original ↗

Sanjay Doshi sees opportunities in manufacturing, healthcare and financialisation

In short

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