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Why The Equity Bulls Will Take A Breather

We cannot quite write an epitaph on the bull run on India’s equity markets. Yet headwinds that the current geopolitical scenario brings and the consequent inflationary trends they portend, along with the prevailing high interest rates in the United States, do not augur well for foreign portfolio investment inflows. Meanwhile, India’s household savings rate is falling. Are the bourses headed to an era of caution? A special report , , magazine 18 November 2023, stockmarkets, sensex, Rohit Srivastava ....

United-states , Russia , Iran , India , Ukraine , Israel , Nandita-rajhansa , Jerome-powell , Rohit-srivastava , Saurabh-mukherjea , Danske-bank , Danish-danske-bank

consumption: Salil Desai on how crazy, rich Indians are changing the atlas of consumption

“In a lot of segments, we will see clear divergence into what would earlier have been thought as essential spending and more luxury and high-ticket spending. We are reorienting our portfolios based on some of these themes, which is part of a broader theme that we are playing with called WESCO.” ....

China , India , Saurabh-mukherjea , Nandita-rajhansa , Salil-desai , Offering-college , Indian-school-of-business , Investments-team , Marcellus-investment-managers , Rich-indians , Crazy-rich-asians , Crazy-rich

An 'octopus class' of nearly 10 lakh people drives consumption in India

Saurabh Mukherjea, along with his colleague Nandita Rajhansa, has coined the term the "octopus class" to analyse the rise of this affluent class in India. ....

Delhi , India , Mumbai , Maharashtra , Saurabh-mukherjea , Nandita-rajhansa , India-inc , Marcellus-investment-managers , Cricket-world-cup , Octopus-ascends , Crazy-rich , Octopus-class

1st time in India's history, majority of Nifty50 Cos promoters, executive directors not foreign/IITs/IIMs educated

For the first time in India's history, a majority of the promoters and executive directors of Nifty50 companies are neither foreign educated nor educated at the elite IITs & IIMs, says a research by Marcellus Investment Managers.Instead, a . ....

Mumbai , Maharashtra , India , United-kingdom , New-delhi , Delhi , British , Sanjeev-sharma , Nandita-rajhansa , Saurabh-mukherjea , Mumbai-university ,

1st Time In India's History, Nifty50 Dignitaries Not Foreign/elite Educated

NEW DELHI ­­­­­ For the first time in India’s history, a majority of the promoters and executive directors of Nifty50 companies are neither foreign educated ....

India , United-kingdom , Mumbai , Maharashtra , British , Saurabh-mukherjea , Nandita-rajhansa , Mumbai-university , Bank-india , Marcellus-investment , Executive-directors , Marcellus-investment-managers