Capex is happening across sectors but will intensify once external issues ease: Abakkus Asset's Sunil Singhania
A quarterly results development with market-wide reach.
· LiveMint Markets
Chairman and managing director at Abakkus Asset Manager Pvt. Ltd, Sunil Singhania, said near-term market sentiment is being weighed down by West Asia war, which is keeping oil prices, inflation concerns and bond yields elevated, though India's growth and corporate earnings outlook are healthy.
The analysis
Earnings versus expectations is what actually re-rates a stock; the surprise matters more than the absolute number.
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.
Related coverage
Shadowfax Technologies shares jump 137% from IPO price; ICICI Securities sees 15% upside | Should you buy?
Banks vs NBFCs: Which stocks could benefit as RBI set to hike rates for the first time in 3 years?
FMCG Q2FY27 preview: 6 stocks HDFC Sec likes; Honasa, Nestlé, Emami, Bikaji, Britannia, Godrej Consumer - check targets
Tata Motors PV, Maruti Suzuki, Ashok Leyland, auto stocks drop up to 3% as RBI signals rate cuts are ‘off the table’
Q2 Results Preview: Nifty 50 Earnings May Jump 27%; Financials, Metals, Telecom To Lead, Says Motilal Oswal