“Sunil Subramaniam identifies Realty, Public Sector Banks, and Consumer Durables as 'contra picks' that stand to benefit from Budget 2026. He notes Realty has not yet benefited from GST, while PSU banks are crucial for financing private capex, and consumption-linked sectors will gain from government support like GST cuts or increased standard deductions.”
Sunil Subramaniam’s track record: 14 graded calls · 95% CI 12–55%
Nifty Consumer DurablesBullishCalled 31 Jan 2026Graded 19 Jul 2026
Nifty Consumer Durables decreased from ₹50623.20 to ₹46135.95, a drop of 8.86% over 59 days, which contradicts the bullish call.
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