Market correction: How SageOne’s Samit Vartak is finding opportunities without falling into value traps

Market volatility has triggered a broader correction, prompting investors to reassess their strategies. SageOne Investment CIO Samit Vartak suggests that while the market is expensive, it is not yet a value trap. He emphasizes the importance of a selective, bottom-up approach to stock picking to navigate this environment.
For retail investors, this means looking beyond the hype and focusing on individual company fundamentals. Vartak advises avoiding overpriced growth stocks and instead seeking opportunities where the business fundamentals are strong, even if the broader market sentiment is cautious.
Moving forward, investors should watch for signs of stabilization in key sectors and corporate earnings reports. A disciplined approach to stock selection and a focus on quality businesses can help investors weather the current market fluctuations.
Excerpt from CNBC-TV18
Published On Oct 9, 2026 | 18:27 IST Last Updated On Oct 9, 2026 | 18:27 IST SageOne's Samit Vartak advises investors to avoid expensive growth stocks and value traps, advocating for a selective, bottom-up approach focused on structural growth, consumable defence products, export-oriented manufacturers, and…Read the original at CNBC-TV18
Key takeaways
- Category: Stocks.
Why it matters
A routine update. Use the price and stock snapshot to gauge how the market is responding.











