Sunil Singhania: Broader Market Presents Alpha Opportunity After 40% Correction
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Sunil Singhania: Broader Market Offers Alpha After 40% Correction
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Moneycontrol•27-02-2026, 17:54
Sunil Singhania: Broader Market Offers Alpha After 40% Correction
•Sunil Singhania, Founder, Abakkus Asset Managers, states that after significant corrections, the broader market, especially small caps, presents alpha opportunities.
•Niche pharma, engineering, small discretionary consumption firms, and new-age companies are identified as interesting investment areas.
•Despite 15-18 months of turbulence and a period of challenges, Singhania believes Indian markets are approaching a turning point.
•Improving macro signals, positive December quarter earnings, and government support measures indicate an economic uptick.
•Singhania emphasizes bottom-up stock selection for small caps and sees future growth in specialized engineering, defence, niche chemicals, and AI-linked businesses.
