Sunil Singhania, founder of Abakkus Asset Management and one of India's most closely watched veteran investors, has made a series of changes to his portfolio by adding 6 new stocks in the second quarter of FY27.
The additions come against a backdrop of relentless pressure, with FIIs pulling out over Rs 3 lakh crore in calendar 2026. Rising bond yields, soaring crude oil prices and tighter monetary conditions have further battered investor sentiment. The damage was so severe that, before last week’s rebound, the Nifty had fallen for eight consecutive weeks, its longest losing streak since 2001.