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SAURABH MUKHERJEA PORTFOLIO
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, ...
- 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 ...
- 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, ...
- 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: Markets are best played by optimists, says Samir Arora on India's investment outlookHelios Capital founder Samir Arora believes investor pessimism toward India is driven more by a “negative halo effect” than weakening funda...
- 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: Market titans decode AI, wealth creation & India’s next investment cycleAs markets grow volatile, the Economic Times' Alpha Wealth Summit in Mumbai will gather experts to discuss future wealth creation. Sessions...
- ET Alpha Wealth Summit 2026: Decoding the future of Indian stock market in uncertain timesIndian investors navigate a complex wealth creation landscape. Geopolitical shifts and rapid AI adoption demand new strategies. The ET Alph...
- ET Alpha Wealth Summit: How AI, volatility and global trends will shape D-Street’s next moveMarkets navigated Covid-19's impact and Trump's tariffs, only to face Middle East geopolitical tensions. The ET Alpha Wealth Summit on June...
- ET Alpha Wealth Summit: D-St moguls set to decode the next wealth-creation avenuesThe Economic Times will host the ET Alpha Wealth Summit on June 4 in Mumbai. Fund managers and market veterans like Saurabh Mukherjea, S Na...
- ET Alpha Wealth Summit: Navigating the great wealth shift in an uncertain market cycleThe ET Alpha Summit in Mumbai brings together leading market voices to explore how investors should navigate expensive markets amid geopoli...
- 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...
- 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'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...
- Better to focus on business as stock price tells us nothing: Saurabh Mukherjea“We are generally investing in companies which continue to be producing great results and if the results are mediocre over an extended peri...
- 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...
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