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SAURABH MUKHERJEA BOOK
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...- 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, ...
- 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...
- 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 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 ...
- 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...
- See Sensex at 30,000 in March 2015 and at 36,000 in March 2016: Saurabh Mukherjea, Ambit Capital"We have been very positive on India for the last two years. We still continue to be positive on the Indian markets going forward."
- Book Review: 'Gurus of Chaos' by Saurabh MukherjeaMukherjea’s book explains concepts like ‘moat’ or ‘unique competitive advantage’ with the help of Indian cos like Asian Paints and TTK Pres...
- 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.
- It’s going to be a solid Budget rather than a big-bang one: Saurabh Mukherjea, Ambit Capital"A note of caution for investors is that it will not be a big-bang budget. It will be a memorable and solid budget rather than a landmark o...
- Investors more concerned about Govt reforms than monsoon or Iraq crisis: Saurabh Mukherjea, Ambit CapitalI prefer to see issues like Iraq and El Nino more as noise rather than the central feature of the next 12 months, says Saurabh Mukherjea.
- Expect rupee to remain stable at around 61-62/dollar: Saurabh Mukherjea, Ambit Capital"A 61-62 level for the rupee against the dollar should be doable, given the fairly brutal crackdown on gold imports that India has pushed t...
- 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.
- New RBI governor likely to keep liquidity tight: Saurabh Mukherjea, CEO, Institutional Equities, Ambit Capital'Global markets have readjusted and if, on September 18, all we get is a token taper of a few billion dollars, then you could see a bounce-...
- Federal Bank could give investors 40%-50% upside in the next 12 months: Saurabh MukherjeaFederal Bank is over capitalised. It has built a lot of branches in the down turn and loan book is in decent shape.
- Sensex to move towards 23,000 over next 12-18 months: Saurabh Mukherjea, Ambit CapitalFII appetite is building up with every passing day and we expect a strong run up between now and Diwali, says Saurabh Mukherjea of Ambit Ca...
- Indian markets moving in sync with global equities: Saurabh Mukherjea, Ambit CapitalOverall, we feel that incremental economic reforms in India will keep coming through in the coming months, said Saurabh Mukherjea of Ambit ...
- Recommend having few high quality banks in your portfolio: Saurabh Mukherjea, Ambit CapitalIt is worth having few Indian banks in your portfolio. If you do want to have banks in your portfolio then go for banks which are overcapit...
- 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 ...
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