Sunil Subramaniam advises investors to adopt a cautious, wait-and-watch approach for the broader market and investment decisions until the Union Budget is unveiled, suggesting it's not yet time for value hunting. He believes the budget is unlikely to bring significant pro-investor measures like capital gains tax cuts, and while the India-EU deal is a long-term positive, it's not a short-term market trigger. Investors should reassess post-budget given current bottom-line challenges.

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

Nifty 50NeutralCalled 28 Jan 2026Graded 23 Aug 2026
Verdict:MISS

Nifty 50 decreased from ₹25418.90 to ₹22679.40, a significant drop of 10.78%, which contradicts a neutral 'wait-and-watch' approach as it suggests a missed opportunity to avoid losses.

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