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SAURABH MUKHERJEA SHARES
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 ...
Quant Smallcap among 16 equity mutual funds that multiply lumpsum investments by over 2.3x in 5 yearsAround 16 equity mutual funds delivered impressive returns over the last five years. These funds multiplied investors' lumpsum investments ...
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...
HDFC Mutual Fund restricts lumpsum subscriptions in its gold ETF and fund of fundHDFC Mutual Fund has temporarily restricted lumpsum investments in HDFC Gold ETF and HDFC Gold ETF Fund of Fund. The move limits large subs...
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...
NFO Alert: Motilal Oswal Mutual Fund launches BSE Clean Environment Index FundMotilal Oswal Mutual Fund has launched the Motilal Oswal BSE Clean Environment Index Fund, an open-ended scheme tracking India's first dive...
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: 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...
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 picks these 7 small and midcap stocks, exits Info EdgeMukherjea’s smallcap-focused Little Champs portfolio and midcap-oriented Rising Giants portfolio have delivered net returns of 17.5% and 24...
Saurabh Mukherjea picks 3 new stocks for HNI investors in his PMS fundMukherjea said City Union Bank's valuations are attractive at 1.1x FY25E P/B. Marcellus said that considering the bank’s stability and stro...
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...
Nykaa most likely to emerge as great biz in 5-10 years; still not investing in Reliance: Saurabh Mukherjea"Most of the new age tech do not make any money and have not ever made any money. Nykaa seems to be the best of these companies. But it is ...
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.
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...
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...
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...
- I would think very hard before buying Coal India: Saurabh Mukherjea
"From a fundamental perspective given how the government is treating Coal India, I would think very hard before buying those shares."