In a growth economy with nominal growth of 10 per cent or more, management of companies will weak growth will need to introspect on how to up their game
Abakkus founder backs discretionary names, pharma, chemicals and engineering over pricey consumer staples and autos
While September will “optically look good” given the weak base last year, December and March should see a significant turnaround, according to the veteran fund manager.
As of the June 2025 quarter, Singhania's Abakkus Fund holds 19 stocks with a combined market value of Rs 2,690 crore, up from Rs 2,510 crore in the previous quarter, when the portfolio comprised over 22 stocks.
Sunil Singhania said equity valuations are now at more reasonable levels, but the markets will remain volatile for the next 10-15 days.
The two suggest that banks are trading at significant discounts to their historical price-to-earnings (PE) multiples, with even large banks below 15 times earnings, making them attractive.
Founder of Abakkus Asset Managers and a veteran investor especially in mid- and small-caps talks about his investment strategy.
Indian markets are currently at life highs, rising 7.5% from June lows. There is optimism about further upside potential. But some argue that the rally may be driven by exuberance. The recent election outcome, while slightly below expectations, hasn’t significantly impacted market sentiment. Is India on track to become a $20 trillion economy? Moneycontrol's N Mahalakshmi speaks with Sunil Singhania of Abakkus Asset Manager on market peaks and valuations. Watch.
Singhania does not anticipate any further downside in the market. After falling over 8 percent intraday, both Nifty and Sensex saw a marginal recovery from the day's lows.
FII interest in India will rise over the next few years, with large cap stocks getting significant foreign fund flows, says Sunil Singhania
As central banks pause interest rate hikes, Singhania predicts an uptick in credit demand, adding that he feels the balance sheet of banks and their asset qualities are 'phenomenal'
The hydraulic gear pumps manufacturer has been increasing its focus on the defence and aerospace businesses, both of which are emerging as celebrity sectors. In the last three years, Dynamatic share price has skyrocketed to almost 500 percent.
India’s growth story is well-known among foreign investors, and the focus has now shifted to valuations and identifying potential investment opportunities beyond the NIFTY50, says Sunil Singhania.
Talking about generating alpha, the market veteran says not chasing momentum has worked well for him.
In Moneycontrol’s Muhurat Roundtable, market veterans discussed why foreign investors left Indian shores and when they’ll be back
The market veteran believes investors need to think like businessmen while choosing stocks
At Moneycontrol’s Muhurat Roundtable, market veterans say low per capita income means things will only get better as they bet big on India’s consumption story
Oil-price volatility was cited the most by the panelists
Crude oil is one of the biggest variables in any analyst projections and Singhania believes that situation is better than what it is being made out to be
The ace investor publicly holds 24 stocks with a net worth of over Rs 2,124 crore
Sunil Singhania, Founder, Abakkus Asset Manager, talks about the factors that went into his investments in Bajaj Finance, Eicher Motors, JSPL and TVS Motor when he was a fund manager at Reliance Mutual Fund
Manish Gunwani has replaced Singhania with effect from Sep 5
Singhania said getting back to 20-30 percent growth rate would be tough for pharma companies as competition has increased in the US for pharma companies.
The fund house is bullish on financials, consumer discretionary, and cement
Monsoon will play a very vital role in the performance of companies which are agri focussed, Sunil Singhania, of Reliance Mutual Fund said in an interview to CNBC-TV18