As India heads into Budget 2026 amid weak stock sentiment, market expert Sunil Subramaniam sees an opportunity for reform-driven optimism. Nifty 50’s 3% decline in January, largely due to FII outflows, has led to pre-Budget caution. Still, Subramaniam believes low expectations can turn the budget into a positive market trigger.“Three answers to that: reform, reform […]
With markets showing mixed signals, experts are advising investors to make big moves until the Union Budget is unveiled. While the recent trade deal between India and the EU has improved sentiment, patience remains key. On whether it’s time to go value hunting, mArket expert, Sunil Subramaniam said, “No, not yet. The EU deal has […]
In a market where investors are actively seeking value, financial institutions – especially private sector banks – are struggling to keep pace. Even after several rounds of analysis and optimism earlier this year, the segment continues to underperform, prompting a deeper investigation into the cause of this difference.Speaking to ET Now, Sunil Subramaniam, Founder and […]
“Another factor that has not helped India is valuations. Because India is a relatively high-quality market, growth triggers have to be very clear. For me, GST offers that growth trigger, giving Fii’s confidence to return to India-that is point number one,” says Sunil Subramaniam, market expert.Yes, of course, GST and the corresponding headlines also make […]