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...
02 Feb, 2023, 10.09 AM IST
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...
17 Jan, 2023, 01.47 PM IST
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...
05 Feb, 2020, 04.19 PM IST
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.
21 Jun, 2019, 08.43 PM IST
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"
21 Jun, 2019, 02.30 PM IST
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.”
01 Feb, 2019, 10.01 AM IST
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
01 Mar, 2016, 05.39 PM IST
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...
01 Mar, 2016, 04.30 PM IST
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...
18 Mar, 2015, 02.36 PM IST
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...
25 Feb, 2015, 02.53 PM IST
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...
04 Jul, 2014, 05.43 PM IST
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.
19 Jun, 2014, 05.00 PM IST
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-...
02 Sep, 2013, 04.53 PM IST
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...
10 Jun, 2013, 01.03 PM IST
- Expect retail investors to come in once Sensex crosses 22000: Saurabh Mukherjea, Ambit Capital
The world is actually a much simpler place to invest in now than it was 12 months ago, says Saurabh Mukherjea.
01 Jan, 2013, 04.12 PM IST
- There is enormous volatility in markets over the next 60 days: Saurabh Mukherjea, Ambit Capital
I 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.
04 Jan, 2012, 03.08 PM IST
- Markets will correct further, Sensex may touch 16000: Saurabh Mukherjea, Ambit Capital
The time is not right for investors to bottom fish, the market will find a bottom around 16000-16500, says Saurabh Mukherjea, Ambit Capital.
18 Feb, 2011, 12.26 PM IST