Why Sunil Subramaniam sees Budget 2026 as a game-changer for the stock market

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 […]

PSU banks steal the limelight as private lenders lose steam: Sunil Subramaniam

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 […]

GST and S&P Upgrade seen as double boosts for Indian markets: Sunil Subramaniam

“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 […]