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SAURABH MUKHERJEA CEO
ET Alpha Wealth Summit Masterclass | '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...- ET Alpha Wealth Summit | 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...
- ET Alpha Wealth Summit | India's next decade: AI is an enabler, not a threat; investor expectations the real risk: Kailash KulkarniIndia's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging as key drivers. Experts at the ET...
- ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarterIndia is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, ...
- 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: What AI, oil and geopolitics mean for the next market turnAmid rising geopolitical uncertainty, AI disruption, and shifting global markets, the ET Alpha Wealth Summit on June 4 will bring top inves...
- 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...
- 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 ...
- Kotak's focus on high-integrity research helped it build a market-leading offering: Saurabh MukherjeaSaurabh Mukherjea says the two companies in Indian institutional broking that he has tried to learn from are CLSA among the foreign brokera...
- Small & midcap stocks garnering maximum investor interest: Saurabh Mukherjea, Ambit Capital"We are seeing elevated levels of investor interest in a theme which would do really well as the Indian economy gradually recovers."
- Worried about Infosys' stability of margins: Saurabh Mukherjea, Ambit CapitalThose are the areas one is looking for -- quality of earnings, stability of margins, and use of the cash pile.
- IT, pharma and FMCGs have reached their highest point in cycle: Ambit Capital"There has been a fear trade, which has resulted in investors piling into IT, pharma and FMCGs," Mukherjea said.
- Expect market to overvalue domestic pharma stocks: Saurabh Mukherjea, Ambit Capital"There is going to be a clear wave of consolidation coming into some domestic pharma," Mukherjea said.
- No compelling play in midcap IT for long-term investor: Ambit Capital"It is difficult to find a strong and compelling play in midcap IT, which you can identify as a multibagger," Mukherjea said.
- Barring HCL Tech, large cap IT space remains underweight: Ambit Capital"It is difficult to argue a strong bull case for IT, given the valuations of the sector," Mukherjea said.
- Expect potential bounce up in the stock of Reliance Industries: Ambit Capital"Given how long we have discussed KG D6, it is a good news not just for Reliance, but for the country," Mukherjea said.
- Avoid sugar sector, given the extent of political influence: Saurabh Mukherjea"The challenge in this sector is how do you when to exit and it is very difficult to time the political catalyst."
- Infosys dividend number should have been bigger: Saurabh MukherjeaThe dividend number should have been bigger and that will remain the institutional investors pressure that we need more money back from Inf...
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