Latest Updates Around The World
At a time when investors are encouraged to double down on what they know best – one market, one asset class – Saurabh Mukherjea argues for the opposite. In his recent article, the founder of Marcellus Investment Managers turned to Sir John Templeton, the legendary 20th century investor, to argue that global diversification, contrarian thinking […]
Retail giant Trent’s 40-45% correction is not a valuation mystery; it is the result of a meaningful slowdown in same-store sales (SSG) growth, says Saurabh Mukherjea, founder of Marcellus Investment Managers. Speaking to ET Now, Mukherjea said the decline is reflective of the broader consumption slowdown in India, but policy support offers hope for 2026. […]
Even if gold and silver blind with record rides, Krishnan VR warns of Marcellus Investment Managers to go overboard. He advises to conclude the allocation of precious metals at 8-10%, to keep shares like the core, while adding tactical debts in the midst of stretched valuations and delivery pressure that weigh on markets. Edited fragments […]
