Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Sense and Simplicity
Analysts lean bullish
14 analyst stances matching these filters · one per analyst
Trackable
5 · 4 bull / 1 neutral / 0 bear
Long-Horizon
none in window
Commentary
9 · 7 bull / 2 neutral / 0 bear
Bullish 78.6% (11)Neutral 21.4% (3)Bearish 0% (0)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Pharma is a better dollar play than IT in the current environment, driven by three tailwinds: FII flows, product-specifi…” | Sunil SubramaniamSense and Simplicity | Nifty Pharma | HIT | |
| “India's defence exports to reach ₹60,000-65,000 crore by 2030, driven by private sector innovation in drones and UAVs. P…” | Sunil SubramaniamSense and Simplicity | Nifty 50 | PENDING | |
| “Sunil Subramaniam expects consumer durables to outperform FMCG companies in the near term. He is bullish on consumer dur…” | Sunil SubramaniamSense and Simplicity | Nifty Consumer Durables | MISS | |
| “Sunil Subramaniam highlights consumer durables and capital goods as his top investment themes. He is bullish on capital …” | Sunil SubramaniamSense and Simplicity | Capital Goods sector | NOT GRADED | |
| “Sunil Subramaniam advises investors to remain cautious in the near term, anticipating heightened market volatility in th…” | Sunil SubramaniamSense and Simplicity | Nifty 50 | NOT GRADED | |
| “Sunil Subramaniam remains more positive on public sector banks (PSBs) compared to private lenders. He suggests that the …” | Sunil SubramaniamSense and Simplicity | Public Sector Banks (relative to Private Lenders) | NOT GRADED | |
| “Sunil Subramaniam believes Indian stock markets will remain nervous in the near term due to ongoing foreign institutiona…” | Sunil SubramaniamSense and Simplicity | Nifty 50 Index | NOT GRADED | |
| “Sunil Subramaniam identifies the infrastructure sector as the best medium-term investment theme, citing strong governmen…” | Sunil SubramaniamSense and Simplicity | Nifty Infra | NOT GRADED | |
| “Sunil Subramaniam sees broad strength in the domestic financial sector, noting supportive trends from rural and auto dem…” | Sunil SubramaniamSense and Simplicity | Bank Nifty | NOT GRADED | |
| “Sunil Subramaniam anticipates crude oil prices to settle at $80-$85 in 2-3 months post-war, then retrace to $70 in the m…” | Sunil SubramaniamSense and Simplicity | Crude Oil | PENDING | |
| “Markets are near a bottom, but volatility is not over; buy in a staggered manner, focusing on small amounts. Institution…” | Sunil SubramaniamSense and Simplicity | Nifty 50 | MISS | |
| “The banking sector is experiencing strong credit growth, particularly in SME and business banking, with low NPA levels a…” | Sunil SubramaniamSense and Simplicity | Bank Nifty Index | NOT GRADED | |
| “Despite record exports, the defence sector is currently overvalued, leading to a neutral stance. Investors should remain…” | Sunil SubramaniamSense and Simplicity | Nifty India Defence | NOT GRADED | |
| “The recent dramatic intraday reversal in Indian equities, with Nifty recovering over 350 points and the rupee snapping b…” | Sunil SubramaniamSense and Simplicity | Nifty 50 | NOT GRADED | |
| “Several macro headwinds persist, including a dollar index above 100, crude oil near $109/barrel, and rising US 10-year y…” | Sunil SubramaniamSense and Simplicity | Crude Oil | MISS | |
| “Near-term conviction is strong for domestic-facing sectors like BFSI and consumer discretionary. Summer demand is expect…” | Sunil SubramaniamSense and Simplicity | Nifty 50 | HIT | |
| “The IT sector may be nearing a bottom, as the market has overreacted to AI's long-term impact, pricing in an extreme 'fa…” | Sunil SubramaniamSense and Simplicity | Nifty IT | MISS | |
| “Indian markets and the broader economy face continued pressure in the near term due to escalating geopolitical tensions …” | Sunil SubramaniamSense and Simplicity | Crude Oil | NOT GRADED | |
| “Identifies IT services companies and power sector financiers like REC as indirect plays on the emerging AI and data cent…” | Sunil SubramaniamSense and Simplicity | Bank Nifty | NOT GRADED | |
| “Advises a gradual approach to investing in the broader markets, recommending deploying 1% of free cash flow daily over 1…” | Sunil SubramaniamSense and Simplicity | Bank Nifty | NOT GRADED | |
| “Recommends the consumption sector, specifically consumer durables and white goods, for moderate investors. He cites the …” | Sunil SubramaniamSense and Simplicity | Nifty 50 | NOT GRADED | |
| “Bullish on the airlines sector, including IndiGo, for risk-tolerant investors. He views the current sell-off due to oil …” | Sunil SubramaniamSense and Simplicity | Bank Nifty | NOT GRADED | |
| “Sunil Subramaniam warns that a sustained period of Brent crude prices above $100 per barrel for a month or more would si…” | Sunil SubramaniamSense and Simplicity | Crude Oil Futures | HIT | |
| “Sunil Subramaniam highlights a concerning bearish sentiment from foreign investors, noting that FIIs and short-term hedg…” | Sunil SubramaniamSense and Simplicity | Bank Nifty | HIT | |
| “Sunil Subramaniam sees a case for fresh entry into the technology sector, particularly large-cap Indian IT firms, recomm…” | Sunil SubramaniamSense and Simplicity | Nifty FMCG | PENDING |
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