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We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh MukherjeaIndia's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earning...- 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...
- Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
- Talent fight heats up in India finance hub as two chiefs quitGIFT City, India's international finance hub, is experiencing intense competition for talent as two foreign bank chiefs have recently resig...
- ET Alpha Wealth Summit: India could unlock a $5 trillion export opportunity through FTAs, says Saurabh MukherjeaHe believes a combination of free trade agreements (FTAs), a weakening rupee, and shifting global supply chains could create a massive oppo...
- Marcellus launches global equities fund in GIFT City, targets AI, defence and luxury themesMarcellus Investment Managers has launched a global equities fund through GIFT City, offering Indian investors access to overseas stocks. T...
- ET Alpha Wealth Summit: What's next for markets, AI and India's growth story?Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discu...
- ET Alpha Wealth Summit: Future-proofing portfolios for the next decadeIndia's leading investment minds will converge at the ET Alpha Wealth Summit in Mumbai on June 4 to address market uncertainty and identify...
- ET Alpha Wealth Summit: Masterclass on new era of wealth creation, allocation and preservationThe ET Alpha Summit in Mumbai will convene leading investors to navigate a changing market landscape. Experts will offer high-conviction in...
- ET Alpha Wealth Summit 2026: India’s top investment minds decode the next decade of wealth creationThe ET Alpha Wealth Summit 2026, hosted by The Economic Times on 4th June in Mumbai, is an exclusive, closed-door event where India’s top i...
- Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky marketIndia's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreci...
- Friday OTT releases of the week: Dacoit to Vaazha 2 to Citadel Season 2, new movies and shows on Netflix, JioHotstar, Prime Video and ZEE5This week’s OTT lineup offers a mix of action, drama, comedy and suspense across streaming platforms. From the return of the high-stakes sp...
- Quote of the day by Muhammad Ali: 'Age is whatever you think it is. You are as old as you...' - this advice by the boxer and UN Messenger of Peace will change your mindset on how you perceive ageQuote of the day by Muhammad Ali: Boxing legend Muhammad Ali believed age is a state of mind. His famous quote highlights how perception sh...
- India’s real estate will meet the reality of agentic AIIndia’s IT slowdown, driven by AI-driven automation and shrinking outsourcing demand, is beginning to hit real estate, mortgages, and emplo...
- 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 ...
- India's 30-year economic model is over; time to pivot from IT to manufacturing: Saurabh MukherjeaSaurabh Mukherjea believes India's long-standing economic model is concluding. He anticipates rising inflation and a weakening rupee impact...
- Saurabh Mukherjea-led Marcellus Investment Managers filed FIR against ex-CFO. Here's whyMarcellus Investment Managers filed a police complaint against ex-CFO Pankaj Harish Gupta for diverting Rs 1.18 crore for personal use. The...
- The ‘cult’ of Marcellus propels it to the top of India’s PMS leagueMarcellus’ investment philosophy is an extension of Bob Kirby and Peter Thiel’s ideas.
- RIL zooms 3 pc on BSE after completion of Marcellus Shale dealRIL rose nearly 3%, a day after it announced the completion of its deal to acquire a 60% stake in the Marcellus Shale gas asset in the US.
- RIL completes deal for 60% stake in Marcellus Shale assetMukesh Ambani-led Reliance Industries has announced the completion of its deal to acquire a 60 per cent stake in the Marcellus Shale gas as...
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