Bajaj Life bets on autos, banks, pharma; cuts exposure to weak sectors

Srinivas Rao Ravuri, CIO at Bajaj Life Insurance, said recent market volatility was used to rebalance portfolios by reducing exposure to weaker areas and adding preferred stocks at better valuations. He highlighted muted earnings growth trends and said sector positioning remains selective, with focus on areas offering better visibility while staying cautious on segments facing structural and demand challenges. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.