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Mar 10, 2021 09:05 AM IST If the cost of capital remains low in India and if the country can continue improving its road, freight and ports infra, we will continue to see the rise of small-cap Indian companies with global monopolies, says Mukherjea
Oct 01, 2020 05:11 PM IST In this special podcast, the authors give a sneak peek of the book to Moneycontrol's Ravi Krishnan.
Sep 09, 2020 12:07 PM IST Marcellus Investment Managers have added GMM Pfaudler to their small-cap PMS Scheme ‘Little Champs’ recently which has risen more than 200 percent so far in the year 2020.
Aug 17, 2020 11:58 AM IST Mark Mobius and Prof Sanjay Bakshi are not just successful investors, they are also voracious readers. Not only do they read plenty of finance literature but also material pertaining to the arts and spirituality.
Aug 03, 2020 05:07 PM IST The key objective of the “Kings of Capital” strategy is to own a portfolio of 10 to 14 high-quality Financial companies that have good corporate governance, prudent capital allocation, and high barriers to entry.
May 14, 2020 02:55 PM IST Saurabh Mukherjea and his team give tips on investing during tough times.
Apr 17, 2020 05:02 PM IST 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 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 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 “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-TV18
Oct 31, 2019 07:09 PM IST 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 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 Indian market is still around 10 percent overvalued at the market level, Mukherjea said.
May 21, 2019 01:00 PM IST You don’t have to look too far to figure out the template for success. Breaking things in Silicon Valley is all fine, but not at the cost of burning out your body and mind.
Apr 30, 2019 10:24 AM IST Moneycontrol's Coffee Can Investing is back with its second season as Navneet Munot of SBI Mutual Fund reveals his secrets
Nov 12, 2018 11:27 AM IST Watch Mahesh Patil of Aditya Birla Sun Life Mutual Fund discuss the start of his journey in the stock market and investors who shaped his strategies over the years in this episode of Coffee Can Investing
Oct 10, 2018 09:13 AM IST In this episode of Coffee Can Investing, Manish Gunwani, CIO of Equity Assets at Reliance Mutual Fund talks to Saurabh Mukherjea about his journey into the market and how he managed to master the art of investing
Oct 04, 2018 08:51 AM IST Watch Bharat Shah, Executive Director at ASK Group, discuss his investing mantra with Saurabh Mukherjea in this episode of Coffee Can Investing.
Oct 03, 2018 12:33 PM IST Commenting on the recent fall which was largely led by liquidity fears, he said that the RBI did manage to calm the markets, but the BFSI space still looks overvalued.
Sep 03, 2018 01:31 PM IST In this episode of Coffee Can Investing, Saurabh Mukherjea talks to Kenneth Andrade, Founder and Chief Investment Officer of Old Bridge Capital about his journey in the financial markets and his investment style.
Aug 09, 2018 09:14 AM IST In the second episode of Coffee Can Investing, Samit Vartak, founder and chief investment officer of SageOne Investment Advisors tells Saurabh Mukherjea about his life’s journey so far and the filters he applies when selecting a stock to invest in.
Aug 06, 2018 03:34 PM IST In the inaugural episode of Coffee Can Investing series, Saurabh Mukherjea talks to Sankaran Naren, Chief Investment Officer of ICICI Prudential Mutual.
Jul 20, 2018 01:10 PM IST Going forward, a key driver which will drive markets will be liquidity. Liquidity not just globally but in India as well liquidity is getting tighter, highlights Mukherjea.
Nov 05, 2017 09:59 AM IST Supply growth over the past few years has been muted as is evident from the fall in the number of properties sold and the drop in the number of projects launched.
Jul 31, 2017 01:00 PM IST For the first time, North India does not have a political giant. Modi’s dominance of Indian politics has been made possible, in part, due to the absence of a powerhouse politician from the Hindi speaking belt.
