Sunil Singhania, Founder of Abakkus Asset Manager, which manages assets worth over $2 billion, says the Indian market has been through a tough yet resilient phase over the past year, even as global and domestic headwinds kept investors on edge.“It has been a challenging 15 months… multiple small wars, and then this tariff thing just does not seem to be getting out of the way,” he said.

While policy support has played a key role, with liquidity measures, tax cuts and steps to boost growth offering stability, corporate earnings have also improved, albeit at an uneven pace across sectors.

He pointed out that the biggest challenge now is the high supply of new equity, which is absorbing much of the incoming domestic flows. With more companies raising money, the liquidity left for existing li

See Full Page