Low Budget 2026 Hopes Could Stabilize Markets: Sunil Singhania

• Sunil Singhania of Abakkus Asset Manager believes low expectations for Budget 2026 could benefit markets by reducing downside risks.
• He notes a lack of budget discussion among market participants, who prioritize fiscal discipline and steady government spending over major tax announcements.
• Recent market weakness and numerous stocks hitting 52-week lows present long-term investment opportunities, with Abakkus aggressively investing.
• Singhania advises investment decisions based on earnings visibility and reasonable valuations, not just market capitalization.
• Abakkus prefers financial services and pharmaceuticals due to strong earnings visibility and steady revenue growth, while holding limited exposure to metals.

Why It Matters: Low Budget 2026 expectations and recent market corrections offer long-term investment opportunities, says Sunil Singhania.