Sunil Singhania: Investor Capitulation Signals Prime Time to Start Investing

• Sunil Singhania, CIO of Abakkus Asset Management, believes current investor capitulation in Indian equities creates an opportune moment for deploying capital.
• He notes that panic-driven selling and a surge in stocks hitting fresh lows indicate fear is peaking in the market, despite negative sentiment among direct investors.
• SIP flows remain resilient, as mutual fund investors have largely stayed invested and avoided significant losses.
• Singhania highlights stabilizing macro and market parameters, healthy corporate balance sheets, and stable macro indicators, despite constrained profit growth (9-10%).
• Abakkus Asset Management is aggressively increasing investments in companies with visible profit growth and reasonable valuations, avoiding momentum plays.

Why It Matters: Investor capitulation and peaking fear suggest it's an opportune time to invest, focusing on value and growth.