Sunil Singhania shares The BEST Way to Find India's NEXT Multibaggers on The India Opportunity Show
Insights from Managing 40,000 Crores AUM
Hello everyone, welcome to The India Opportunity Show where you get a front-row seat to people building India’s future. We talk about unlocking the potential of the country with founders, investors, creators, and successful leaders from different fields to bring you real-life stories and behind-the-scenes of what it takes to be at the forefront of building the India Story.
Episode 1, Season 3 of The India Opportunity Show is out now! You can watch it on YouTube or listen on Spotify or Apple Podcasts.
Today’s guest needs no introduction for anyone who follows Indian markets. Sunil Singhania is one of India’s most respected fund managers — the founder of Abakkus Asset Managers, and previously the Global Head of Equities at Reliance Capital. With a stellar track record that includes managing ₹40,000+ crores and consistently identifying multibagger stocks before the market catches on, Sunil is known for blending sharp macro vision with deep bottom-up conviction. In this conversation, we decode his investing philosophy, how he spots the next ₹1,000-crore opportunity, and why he believes the golden age of Indian equities is still ahead of us.
Chapters:
00:00 – Intro
02:55 – Indian opportunity Macro picture
05:05 – Backing Entrepreneurs and Early Investment Themes
06:57 – Collaborative Investing and Team Strengths
11:58 – Backus Insights and Concise Market Updates
14:07 – IPO Market Growth and Valuation Cautions
17:09 – Private Equity Investing and Risk Management
26:36 – MEETS Framework for Stock Selection
32:24 – Contrarian Investing and Holding Periods
35:02 – Selling Strategies and Managing Regrets
39:52 – Investor Maturity and Expected Returns
43:22 – Gold and Commodity Cycle Outlook
45:36 – Geographical Diversification and India Focus
49:17 – Active Fund Management Relevance
50:58 – Cyclical Sectors and Pharma Opportunities
55:40 – Renewable Energy’s Transformative Potential
58:54 – Identifying High-Return Companies and Outlook
01:01:00 – Investor Mindset and Personal Investing Style
01:02:54 – Legacy, Innovation, and India’s Growth Story
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Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered financial advice. Viewers are encouraged to conduct their own research and consult with a qualified financial advisor before making any investment decisions.