Land, labour reforms more important than STT & DDT relief: Saurabh Mukherjea
We see a pretty punchy reform cycle ahead of us in the next six to 12 months, says Mukherjea.
ETMarkets Global Summit on Nov 22 to draw strategies for D-Street’s next bull run
Hunt for new winners and newer ideas will be the dominant t...
Economic reform is not a panacea for all companies: Saurabh Mukherjea
Growth slowed after 1991 reforms too, expect GST benefits from FY21-22.
Expect some firecracker from FM before Diwali: Saurabh Mukherjea
Saurabh Mukherjea expects a series of reforms from the government before Diwali. But what could they be? Take a look! Saurabh Mukherjea Expe...
Learning from creative people at work: Purposeful inquiry as core to investing
One of the most fascinating aspects of creativity is how dependent it is on memory.
Go bargain-hunting as markets near bottom: Saurabh Mukherjea
Economy may bottom out in next six months but the market to bottom before that
How to excel amidst disruption: India’s Khatri community shows the way
Prominent Khatri businesses include M&M, HeroMoto, Hero Cycles, Apollo Tyres.
Expecting a 2-3% rally on Monday: Saurabh Mukherjea
FM’s move on Friday will see the markets regain lost ground.
India’s love affair with insurance cos to last long: Saurabh Mukherjea
The top life and general insurance companies will grow enormously over the next 10-20 years.
Wipro Q3 will be better than both Q1 and Q2: Abidali Neemuchwala
I would not even go to Q4 right now. I would just talk about Q3 which we feel pretty good about.
$1-2 billion FPI flows may return over next 2-3 months: Saurabh Mukherjea
I do not think the entire FPI outflow from the last couple of months could come back.
Do not look at short-term factors like sentiment, flows to take investment decisions: Saurabh Mukherjea
There is an underlying foreign investor desire to invest in India, says Saurabh Mukherjea.
P Chidambaram moves SC seeking bail in INX Media corruption case
Senior advocate Kapil Sibal, representing Chidambaram, mentioned the matter for urgent listing before a bench headed by justice N V Ramana.
Start bargain hunting now! Stocks to revive before economy: Mukherjea
“Stock market bottoms out before the economy bottoms out,” Mukherjea said.
HUL is simply not in the league of an Asian Paints, a Nestle, or even a Marico: Saurabh Mukherjea
The notion that you can look at PE multiples and figure out whether the stock is cheap or not does not work for these elite franchises, says...
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