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These 5 key themes are transforming India's economy, says Saurabh Mukherjea; ace investor bets on these shares

Says there has been a remarkable decentralisation of profits, with smaller companies witnessing a surge in profitability thanks to factors like the implementation of GST, expansion of highway networks

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Daily Voice: 'Unless significant breakdown in US economy, 75 bps fed funds rate cut seems improbable in 2024'

While Marcellus Investment Managers broadly remains positive on the market, certain segments of the market, particularly in the small and mid-cap space, may face increasing scrutiny regarding valuations, says Arindam Mandal.

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