Dalal Street’s top stock picker Saurabh Mukherjea, who handles HNI money worth around Rs 8,500 crore in his PMS firm…
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Top PMS fund manager Saurabh Mukherjea, whose firm Marcellus handles HNI money worth around Rs 10,000 crore, has picked 4…
Saurabh Mukherjea, Founder, Marcellus Investment Managers, says “the positive trigger is the China play because the scale of China’s unwind…
Saurabh Mukherjea, Founder, Marcellus Investment Managers, says “China’s economic boom over the last 20 years supported commodity prices. China’s economic…
“On IT services, there is a raging debate some people say that Indian IT services will be adversely affected. Our…
NEW DELHI: Banks are often considered a proxy to India’s economic growth story but for investors valuing a financial stock…
Saurabh Mukherjea, Founder, Marcellus Investment Managers, says “big companies reporting solid numbers, good macro, good inflows from foreigners coming through…
Saurabh Mukherjea, Founder, Marcellus Investment Managers, says ROC and free cash flow are proxies. While ROC can drive, Divi’s promoter…
“You buy more when share prices of companies that have been consistently compounding earnings year after year, are not moving…
“I think 2023 will continue to bring good economic news, more foreign money and domestic flows. So I would not…