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SAURABH MUKHERJEA ON BUDGET
Consumption rebound to drive best Nifty earnings in over 2 years, more rate cuts needed: Saurabh MukherjeaSaurabh Mukherjea says India’s consumption revival is already visible, with Q3 likely to deliver the strongest Nifty earnings in over two y...- Is the budget’s tax relief enough? Saurabh Mukherjea weighs in
- This is the Budget we needed to act as a tonic for us in these difficult times: Saurabh MukherjeaSaurabh Mukherjea praises the latest Budget for its pro-poor, pro-middle class, and pro-SME stance, highlighting significant tax cuts and i...
- Market Verdict on Budget: Saurabh Mukherjea on 2 stocks to play on women power and rural recoverySaurabh Mukherjea highlights the rise of Indian women as a major theme in the budget. He mentions Rainbow Medicare that are focused on this...
- Why Saurabh Mukherjea doesn’t let Budget dictate his likes and dislikes“I do not think the RBI will have reason to hike further, nor should you and I lose that much sleep about inflation concerns, she is giving...
- If I were FM: Saurabh Mukherjea’s list of 3 dos and 3 don’ts for Budget 2023India Inc needs a more copious supplier of skilled workers to deal with the double digit wage inflation we are seeing in factories, in Fina...
- If you think macros & news flow, you make less money in India: Saurabh MukherjeaThis entire discretionary consumption gamut will have an immensely profitable run over the next 10 years, as they formalise through and fur...
- Govt must resolve these three issues in first 90 days to arrest the economic slowdown: Mukherjea"We have got a critical six months ahead of us," says founder of Marcellus Investment Managers.
- Fiscal room for FM limited in Budget, Goyal took it away in Feb: Mukherjea"I think Nirmala Sitharaman’s main job would be to restore confidence in revenue collection"
- If fiscal deficit is at 3.3-3.5%, bond market should be alright: Saurabh Mukherjea“Budget is far more important for the bond market than stock market.”
- The shift in government spending from capex towards revex is retrograde: Saurabh Mukherjea, Ambit CapitalMy three takeaways from yesterday’s budget would be TVS Motors, Ashok Leyland and PI Industries
- Budget 2016 takes us back to UPA era; Sensex target 22,000: Saurabh MukherjeaMarket rallied back in 2014 on hopes of strong pro-growth policies by the Modi-led government which would boost growth in Asia’s third larg...
- Heading for a difficult year for Indian economy: Saurabh Mukherjea, Ambit CapitalA year-and-a-half ago our entire model portfolio was in cyclical, which pulled it down to equal weight, and we are going in the right direc...
- Expect power sector to cash in on likely budgetary impetus: Saurabh Mukherjea, Ambit Capital"Given the focus on the Jyotigram Yojna — power in every village by 2018 — it is highly likely that power sector will see a meaningful step...
- 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.
- Possible for Nifty to shed 200 points from current levels: Saurabh Mukherjea, Ambit Capital"I would rather focus on the fact that FII appetite for India still remains healthy, a big portion of long-only focussed FIIs is still focu...
- Expect retail investors to come in once Sensex crosses 22000: Saurabh Mukherjea, Ambit CapitalThe world is actually a much simpler place to invest in now than it was 12 months ago, says Saurabh Mukherjea.
- There is enormous volatility in markets over the next 60 days: Saurabh Mukherjea, Ambit CapitalI do not think it will be a directional market trending up to 18000 or on the other hand trending all the way down to 14000.
- Markets will correct further, Sensex may touch 16000: Saurabh Mukherjea, Ambit CapitalThe time is not right for investors to bottom fish, the market will find a bottom around 16000-16500, says Saurabh Mukherjea, Ambit Capital.
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