Saurabh Mukherjeas coffee-can investing philosophy faces its toughest test after years of underperformance. As quality investing fell out of favour, Marcellus shrank, mistakes were acknowledged, and ...
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'Market slowdown will become painful if...': Saurabh Mukherjea warns Trump's policies could deepen the fall
India’s stock market is going through a cyclical slowdown, but global factors, especially Trump’s economic policies, could turn it into a far more painful downturn, warns Saurabh Mukherjea, founder of ...
India’s recent trade agreements with the United States and Europe mark a major shift in the country’s trade and investment environment, with large sections of imports from these regions set to enter ...
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'The salaryman era is over': Saurabh Mukherjea warns India's middle class must pivot fast
The age of the salaryman is over. That’s the blunt warning from Saurabh Mukherjea, Founder and CIO of Marcellus Investment Managers, who believes that India is entering a new economic phase—one where ...
Many of the challenges we face today are structural and global in nature. They are not things that any single Budget can ...
In a detailed conversation, he spoke to Law about India’s evolving economic structure, pressures on the middle class, the impact of artificial intelligence on employment, and his long-term investment ...
Saurabh Mukherjea, Founder and CIO of Marcellus Investment Managers talks about potential rotation into high quality large cap names in India the next few months. He also highlights the importance of ...
The IT sector, long the engine of white-collar employment, is shedding roles. Large companies like Tata Consultancy Services, HCL Tech, Infosys, and Wipro are reducing headcount while adopting AI, ...
In an exclusive conversation with Zee Business, Marcellus Investment Managers Founder and CIO Saurabh Mukherjea shares critical insights about the Indian stock market. According to the market veteran, ...
What is happening in India right now? India is projected to be the fastest-growing economy among the G-20 countries in 2024, and it is well on track to overtake Japan and Germany as the third-largest ...
Increasing retail interest in small and mid-cap stocks is similar to what happened in Indian real estate from 2004 to 2014 when retail real estate investors had lost the sight of fundamentals, ...
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