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Saurabh Mukherjea has moved half his personal portfolio out of India; here's whySaurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global ...
Stocks to Buy | Markets in Limbo: Rakshit Ranjan on what will drive the next moveFor over a month, the market has remained in a narrow range, leading to investor uncertainty. Adding to this are earnings results, which ha...
Get ready for a narrower market over next 2-4 years where earnings surprises will drive share prices: Rakshit RanjanRakshit Ranjan highlights a slowdown in Nifty 50's earnings growth, coupled with high valuations, creating market uncertainty. He suggests ...
Saurabh Mukherjea says his portfolio ready to climb walls of worry, backed by 3 factorsDespite macroeconomic turbulence and global tariff tensions, Saurabh Mukherjea remains bullish on his Marcellus portfolios. Backed by valua...
The power of patience: How long-term investing drives superior returnsIndia's growth at 10% annually while maintaining 15% return ratios is becoming challenging, especially for large caps. A decade ago, 30 com...
Election outcomes won't disrupt India's economic stability: Saurabh MukherjeaThere will probably be governance continuity as well, but almost certainly there will be policy continuity and hence, my point of view to t...
Here's why Rakshit Ranjan is bullish on NBFC sectorEicher was doing exceptionally well but what is happening with particularly Hero, the Harley-Davidson angle and overall competitive intensi...
Time for 50:50 Indo-American portfolio? Saurabh Mukherjea gives 3 reasons to buy US stocksDalal Street's top stock picker, Saurabh Mukherjea, is advocating a 50:50 Indo-American portfolio that can generate significant risk-adjust...
EU market regulator withdraws recognition of 6 Indian clearing corporationsThe European Securities and Markets Authority (ESMA) has withdrawn recognition of six clearing corporations in India from April 30. The reg...
Saurabh Mukherjea on why he added Divi’s to Rising Giant portfolio and gems of Little Champs portfolioMarcellus Investment Managers has increased its position in Divi's Labs substantially in its flagship portfolio CCP and added it to its Ris...
Indian banks fear fallout of ESMA rift on markets, plan to move RBISeveral banks, along with industry bodies representing money and currency market dealers, met on Wednesday to discuss the probable fallout ...
RBI puts onus on EU banks to resolve stalemate with ESMAThis was conveyed at a meeting between senior officials of the MNC banks and RBI deputy governor T. Rabi Sankar on November 11, multiple so...
China's economy keeping Xi Jinping awake at night, with trillions at stake!The economy that greets him today is vastly different from the one that saw him ascend to his role a decade ago. When Xi became China's lea...
RBI, CCIL urge Japan to drop inspection clauseThe Reserve Bank of India (RBI) and Clearing Corporation of India (CCIL), which settles large volumes of trades on bonds, derivatives and f...
A week pivotal to Xi Jinping’s political legacyThe week marked momentous turnarounds in PRC’s geopolitical plot, a hallmark, supposedly, of Xijinping’s political-legacy. Grandstandings r...
Saurabh Mukherjea admits making two mistakes in his widely-tracked portfolioDalal Street's widely followed money manager Saurabh Mukherjea, who manages assets worth over Rs 9,000 crore, has written to investors deta...
View: High inflation helps the strong get strongerWith demand growing faster than supply, in most large economies inflation is rising. In fact, in several countries, including India, we are...
Why you should be happy crushing risk than chasing ephemeral high returnsThere are many delusional theories in finance. One of these is Efficient Markets Hypothesis.
These balanced schemes became riskier in 2017Balanced mutual fund schemes are considered less risky due to their mixed allocation to equity and debt.
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