Saurabh Mukherjea, founder of Marcellus Investment Managers, raised cash and trimmed exposure in his small-cap-heavy Little ...
According to Mukherjea, middle-class earnings have stagnated at around Rs 10 and a half lakhs per year for the last 10 years.
Saurabh Mukherjea emphasizes the benefits of diversifying investments between Indian and US markets. Despite similar ...
From international travel to luxury gadgets, the optics of success are often prioritised over financial reality.
In its latest investor note, Marcellus highlights that while the US market has delivered consistently strong, earnings-led ...
Mukherjea says that while the downturn may be temporary, the other two problems—rising debt amid flat wages, and job erosion ...
Mukherjea cautioned that this issue is not going away anytime soon. "Each passing year, this problem will get bigger, unless ...
Six years into its demographic-dividend period, India is yet to see the benefits. History shows unlocking value from ...