“Sunil Subramaniam is bullish on the overall stock market post-Budget 2026, believing low expectations will turn any reform delivery into a positive trigger. He emphasizes that AI-focused reforms could attract foreign capital, and government support for private capex (via PLI expansion and PSU bank financing) is crucial for an economic booster.”

Sunil Subramaniam’s track record: 14 graded calls · 95% CI 12–55%