SEARCHED FOR:SAURABH MUKHERJEA
Saurabh Mukherjea on 3 qualities to look for while buying stocks
‘We love the opportunities provided by Covid-19 because it allows sensible investors to cherry-pick really high quality franchises.‘
Saurabh Mukherjea’s 3 tenets for achieving financial goals
‘The message that comes out from studying great investors is once you get an insig...
Why Saurabh Mukherjea continues to steer clear of Reliance
We prefer looking at companies with return on capital above cost to capital consis...
Saurabh Mukherjea on 4 factors that can ensure outsized success in investing
Reading, a variety of experiences, high output rate and collaboration amongst other like-minded souls are hallmarks of creative people.
Saurabh Mukherjea on 3 sectors which will see multi-year rally
'We are heading into a multi-year boom on API manufacturing and the entire ecosystem which feeds into API manufacturing.'
Saurabh Mukherjea on how to play Bharat rather than India now
‘We are in the first year of a two to three-year economic recovery.’
Covid will flick on the switch for massive consolidation in banks & NBFCs: Saurabh Mukherjea
As the PSU banks shed market share, the top private sector banks will consolidate market share. Big holdings of HDFC Bank, Kotak Bank and in the NBFC context, Bajaj Finance comes through.
Mid, smallcap rally to sustain; 3 factors to figure out the best plays
'This rally looks like it will sustain, but do not let the euphoria and passion get the better of you.'
New wave of capex will come in tech, science & Indian intellect: Saurabh Mukherjea
Commodity oriented sectors like steel, cement do not allow us to play the new thrust of India’s capex engine.
Saurabh Mukherjea says 3 sectors are readying for multi-year bull run
Market veteran Saurabh Mukherjea says the economy would start to grow again by the end of 2020, and the equity market will stand to benefit from a barrage of flows if policymakers in developed economies continue with their fiscal stimulus.
Resurgence of rural economy striking theme after Covid: Saurabh Mukherjea
‘We have bought Maruti in some of our portfolios after a long time’
Slow recovery is ideal for stock markets and India in a good spot: Saurabh Mukherjea
Stop-start lockdowns keep liquidity sloshing around abundantly for the next couple of years and from a financial markets perspective, whether it stocks or bonds, that is good news.
Govt showed admirable restraint in not heeding businesses’ demand for bailout: Saurabh Mukherjea
‘The message to businesses is clear: get ready for a long haul in Covid fight, you get moratorium of loans & relief from IBC’
Expect demand to roar back in auto sector post lockdown: Saurabh Mukherjea
'Bajaj Fin, HDFC Bank, Kotak Bank attractive bets at current levels'
Smallcap PMS strategies delighted the rich with solid returns for August
Centrum PMS’ Micro, Marcellus’ Little Champs, Ambit’s Emerging Giants, Equirus Securities’ Long Horizon Fund and Nine Rivers Capital’s Aurum Smallcap Opportunities also delivered 15 to 19 per cent returns for the month.