Tag: Mukherjea
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Mid- and smallcap mania could hurt investors and the economy, says Marcellus’ Mukherjea
The recent rush of money into small- and mid-cap stocks is making Saurabh Mukherjea uneasy — not just from an investor's standpoint, but also...
First quarter of FY26 likely to be muted, no visible earnings drivers: Marcellus’ Saurabh Mukherjea
Saurabh Mukherjea, Founder of Marcellus Investment Managers, has flagged concerns over the near-term earnings outlook for India Inc., pointing to weak demand, slow capex,...
Why Marcellus’ Saurabh Mukherjea has 40% global weight
His allocation to global equities...
