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SAURABH MUKHERJEA NEWS
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: Rajeev Thakkar of PPFAS MF explains when to hold, when to exit, and why most investors get it wrongPPFAS CIO Rajiv Thakkar said successful investing depends more on patience than frequent trading. He advised avoiding unnecessary selling, ...
- 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...
- Saurabh Mukherjea using market rally to hoard cash in smallcap portfolio. Will it pay off?Saurabh Mukherjea, founder of Marcellus Investment Managers, raised cash and trimmed exposure in his small-cap-heavy Little Champs portfoli...
- Post-Covid, 6,000 challengers have emerged that will take on market leaders in next 5 years: Saurabh MukherjeaSaurabh Mukherjea says the last four years, the post-COVID era, has been about democratisation of profit pools. But it is not democratisati...
- Why Saurabh Mukherjea isn't losing sleep over stress in HDFC Bank, Kotak and Bajaj FinanceSaurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: "In HDFC Bank's ...
- Saurabh Mukherjea takes cue from Brad Pitt film to launch quant fundThe selection of stocks, which is done using a Python code, begins with forensic screening and looking for companies with low leverage and ...
- Betting on bluechips, cheap stocks? Saurabh Mukherjea has a pro tip for startersOn whether he is more bullish on the market now than what he was in the beginning of 2022, the fund manager said his team spends very littl...
- Why Saurabh Mukherjea doesn't regret replacing ITC with Titan 2 years ago“Share price action has no bearing on what we do. Whether it is ITC, Titan or HDFC Bank, the share price tells you nothing about the compan...
- 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...
- Saurabh Mukherjea's formula to find stocks that can deliver 10x returns in 10 years“Our job is to look for companies where the barriers to entry are absolute. There is very little competition to these companies and therefo...
- Saurabh Mukherjea suggests two epic themes for long-term wealth creation"If you want to be a little bit more aggressive, look for companies which are plays on the real estate recovery."
- Stock with a PE of 100 can be cheap! Saurabh Mukherjea explains howSaurabh Mukherjea said buying a stock at any price does not mean buying at any value.
- Long & Short of Markets: Saurabh Mukherjea's tip on which stocks to buy in an inflationary environmentMarket expert Saurabh Mukherjea says in such soaring cost inflation periods, a company’s dominant market presence can give it the advantage...
- Saurabh Mukherjea's favourite midcap bet for a post-Covid world"Whether you buy cleaning products and personal care products through Unilever or P&G, ultimately the raw material is coming from Galaxy Su...
- 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."
- Expect weak results from banking, IT and FMCG sectors: Saurabh Mukherjea, Ambit CapitalThere is considerable investor apprehension about banking, IT and FMCG sectors. There is an expectation that we will see a weak result seas...
- RBI may cut rates by March-April, positive for markets: Saurabh Mukherjea, Ambit CapitalFrom March-April onwards, we expect the policy climate in India to stabilise, to become more reformist, the state elections will be out of ...
- 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...
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