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MUKHERJEA OF AMBIT CAPITAL
Is the Indian middle class dream over? Saurabh Mukherjea on the 3 forces crushing your futureIndia's middle class is in deep trouble. Education no longer guarantees prosperity. Jobs are disappearing, especially in IT. Wages are not ...- Saurabh Mukherjea settles insider trading caseLast year in May, the regulator had issued a show cause notice to Mukherjea alleging he procured price- sensitive information from the seni...
- Individual settles insider trading case with Sebi; pays Rs 1.38 cr towards settlement chargesIt was alleged that Mukherjea of Ambit Capital, which is a market intermediary, was in possession of unpublished price sensitive informatio...
- Saurabh Mukherjea's Marcellus receives Sebi nod to launch PMSSaurabh Mukherjea said Marcellus plans to launch the first fund in next two months.
- Pramod Gubbi quits Ambit CapitalMukherjea had quit Ambit in April this year after an eight-year stint.
- Ambit Capital CEO Saurabh Mukherjea quitsSpeculation is rife that Mukherjea’s resignation may be linked to his contrarian calls going awry.
- Smallcaps are overvalued by 30-40% even after correction: Saurabh MukherjeaRate hikes are coming this summer. I can’t see them hiking over 50 bps in next 12 months.
- Largecaps have to fall 15%, midcaps 30% for sanity to return: Saurabh MukherjeaLook for openings in IT and pharma, where frontline names have been successful, he says.
- “Cyclicals to drive earnings growth in 2018, first of five years of double digit growth”Aspirational consumption and cyclicals are two themes to bet on: Saurabh Mukherjea, Ambit Cap
- Look beyond the pain and buy now! Five big concerns aheadIt is incumbent on investors to identify market leader, take position and then sit through the turmoil. There is no point waiting, said Amb...
- Remain positive on markets, see 10-15% rise this fiscal year: Saurabh Mukherjea, Ambit CapitalWe have been positive on the market for three years now. I do not see any reason to lose hope in the Indian markets.
- On a full-year basis 18k remains the target for the Sensex: Saurabh Mukherjea, Ambit Capital14500 target for the Sensex remains in place for this period. Beyond that from March-April onwards, we see the situation normalising for In...
- Rupee rebound, global rally fire up SensexThe unexpected rebound in the rupee coupled with hopes of fresh action on the eurozone crisis gave stock market a respite.
- Bearish on aviation stocks: Saurabh Mukherjea, Ambit CapitalWe would still shy away. The levels of debt are such and the banks concern are such that we would shy away.
- Bullish on Pantaloon: Saurabh Mukherjea, Ambit CapitalRetail on balance we think retail FDI will go through, money will come into the country. Pantaloon remains the most obvious beneficiary.
- Avoid Educomp: Saurabh Mukherjea, Ambit CapitalWe have been longstanding sellers on Educomp. We believe we have concerns about the business model.
- Bullish on VST: Saurabh Mukherjea, Ambit CapitalWhat is very interesting about the Indian market today is there are at least 20-30 what we call battleship stocks where the buy case seems ...
- Avoid Indian banks and lenders in general for the next 3-6 months: Saurabh Mukherjea, Ambit CapitalThe banks have disappointed, and the banks will continue to disappoint.
- Tata Motors will continue to do well: Saurabh MukherjeaWe reckon it will continue to do well. The vast majority of their profits now come from outside India.
- Wait for another 15% dip before buying bank stocks: Ambit CapitalAt this juncture, it is bit too early to start building positions in lenders. I would wait for another 15% downside and then start looking ...
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