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Saurabh Mukherjea using market rally to hoard cash in smallcap portfolio. Will it pay off?

As small-cap and mid-cap stocks rallied in March, Saurabh Mukherjea took the opposite route—raising cash and trimming exposure. The Marcellus Investment Managers founder, who has been steadily ...

Marcellus’ Saurabh Mukherjea sees ‘consumption stimulus’ worth 1.8 percent of GDP from recent policy moves, calls for more relief

Despite the boost, Marcellus' Saurabh Mukherjea has cautioned that the Indian economy remains vulnerable due to high ...

'20 million Indians could lose their jobs': Saurabh Mukherjea flags a middle-class crisis

He estimates it will take India two to three years to absorb the full impact, during which time a large swathe of salaried ...