Apr 17, 2020 05:02 PM IST The Market Podcast Saurabh Mukherjea gives 3 mantras for stock picking amid the COVID 19 pandemic Marcellus Investment Managers PMS scheme Consistent Compounder outperformed not just Nifty50 but was the top performing scheme when compared with other PMS schemes in FY20.Feb 12, 2020 05:06 PM IST Saurabh Mukherjea prefers paint, private bank stocks as economic recovery begins Mukherjea also said he is also positive on the auto sector and have had Eicher Motors in the portfolio for five six months.Nov 15, 2019 02:54 PM IST Moneycontrol Pro Masters Series Economic reforms long term boon or short term pain Saurabh Mukherjea, Founder and Chief Investment Officer of Marcellus Investment Managers, decodes the impact of the current macroeconomic environment on businesses and the stock market.Nov 07, 2019 07:06 PM IST Saurabh Mukherjea of Marcellus Investment says Rs 25,000 crore AIF wouldn’t move the needle for realty “The announcement yesterday is a shot in the arm not just for real estate developers but also for the entire housing finance industry, NBFCs which have financed real estate developers. The only word of caution is the amount looks modest,” said Mukherjea in an interview with CNBC TV18Oct 31, 2019 07:09 PM IST Marcellus Investment’s Saurabh Mukherjea: Economic revival won’t happen this year, it’s a next fiscal story Talking about economic reforms, he said: “The reform process has only started two months ago. So let us see how the reforms pan out and until the economy actually starts reviving it will be difficult for anyone to say that we will see a broad based stock market rally.”Oct 18, 2019 04:27 PM IST Marcellus Investment Managers expects income tax cuts, land and labour reforms to come soon When the corporate tax rate cuts took place, the top quality private sector banks and the top consumer plays disproportionately rallied and that will stay with tone and tenor of companies benefiting from liberalisation announcements over the next 12 months, said Mukherjea.Jul 30, 2019 06:19 PM IST Economy may pick up by Q4 if RBI, govt act on NBFC issue, says Saurabh Mukherjea of Marcellus Indian market is still around 10 percent overvalued at the market level, Mukherjea said.May 21, 2019 01:00 PM IST What makes great investors ‘great’? It’s the working habits! You don’t have to look too far to figure out the template for success.
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