Saurabh Mukherjea Share Foreign Investors View on Indian Markets Irrespective Of Election Mandate

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  • Опубликовано: 28 сен 2024
  • Saurabh Mukherjea reaffirming the long term view on Indian markets shared the confidence he gathers from his talks with Foreign institutional investors, pension funds about India's growth story and the rate at which India's economy is growing. Talking about India's rich valuation, the superior quality of earnings make Marcellus continue to bet on stocks like Asian Paints, Bajaj Finance. Talking about continuity of political reforms, Saurabh Mukherjee is of the view that govt focus will be on driving consumption and generating employment.
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Комментарии • 63

  • @gautamwadhwani306
    @gautamwadhwani306 4 месяца назад +46

    He was not missing, he was hiding due to the disastrous returns of his PMS

  • @chandanprakash2002
    @chandanprakash2002 4 месяца назад +18

    From 10k ,clients, to 9k and now 8K clients. Good going sautabh bhai. Your consistent coumpounders are compounding stress only.

  • @Infoshareindia
    @Infoshareindia 4 месяца назад +5

    Saurabh is the greatest orator and master of narratives. He keeps hope alive in the one of the dullest fund houses in the country which has managed returns below bank FD rate over a three year period. His skill as master story teller is much better than his skill as CIO. If he had focused on his skill as stock picker, there would have been no need for story telling and narratives. He would prove to be much better academician than a fund manager.

    • @dhananjaymalhotra7854
      @dhananjaymalhotra7854 3 месяца назад

      Even his book titled 'coffee can investing' is all exaggeration. If you follow the book there are high chances you won't be able to beat even the indices.

  • @abhishekdas4670
    @abhishekdas4670 4 месяца назад +14

    Isko bolo nifty ko beat krne pehle 😂

  • @parthshah1952
    @parthshah1952 4 месяца назад +11

    the more he comes on channel more his pms underperforms
    some weird corelation

  • @rajindersingh404
    @rajindersingh404 4 месяца назад +10

    What happened to your HDFC Bank

  • @annamalaian0711
    @annamalaian0711 3 месяца назад

    I used to defend Marcellus for their PMS performance couple of years ago,that judging in 1-2 yrs is not fair. But having said that, it’s been around 3-5 years and none of their Funds have even matched benchmark. It’s all underperforming.

  • @paragawaken
    @paragawaken 3 месяца назад

    Refreshing view frm Saurabh

  • @AMITAHARSHBHAGWAT
    @AMITAHARSHBHAGWAT 4 месяца назад

    Great story teller.any body want to create helth issue please follow. Thank u tension manger.I like it😊

  • @winvest9261
    @winvest9261 4 месяца назад +2

    omg i thought saurabh was underground

  • @pennagaram1
    @pennagaram1 4 месяца назад

    Relaxo footwear, asian paints

    • @gail35361
      @gail35361 4 месяца назад

      also Amrutanjan!!

    • @zeeshanzia6364
      @zeeshanzia6364 3 месяца назад

      alkyl amines I lost sooo much , gmm pfaudler,hdfc amc and so many more

    • @pennagaram1
      @pennagaram1 3 месяца назад

      @@zeeshanzia6364 this is one of the poor strategy. Buying stock at peak PE multiple and holding for long term

  • @VijayPatel-yo1rk
    @VijayPatel-yo1rk 4 месяца назад

    Control print

  • @huxuly
    @huxuly 3 месяца назад

    investors rip from his pms wait for another 20 years

  • @shy3767
    @shy3767 4 месяца назад +6

    Most people don't have the intellect to understand his investment philosophy. Just wait and see. He is not a Feku investor.

    • @OmPom-h9o
      @OmPom-h9o 4 месяца назад +1

      Absolutely.Bear market aate hi pata chal jaayega

    • @siddarthmohta8504
      @siddarthmohta8504 4 месяца назад +2

      Sell your house and invest into his fund..

    • @pennagaram1
      @pennagaram1 4 месяца назад +1

      He is namo of fund manager. Only speaking and no achievements :P

    • @OmPom-h9o
      @OmPom-h9o 4 месяца назад +1

      @@pennagaram1 Namo has no achievements? Nice.

    • @sdesps
      @sdesps 4 месяца назад

      This can never go into the heads of those who want to make quick money based on absolutely free advice. More than him and his clients, these freebies seeking people are worried about his investment firm.

  • @VijayPatel-yo1rk
    @VijayPatel-yo1rk 4 месяца назад

    Garware technical

  • @nitishkumarsingh571
    @nitishkumarsingh571 4 месяца назад +1

    his stock tarson is performing worst, he is liar.

  • @paragawaken
    @paragawaken 3 месяца назад

    I.

  • @paragawaken
    @paragawaken 3 месяца назад

    So disappointed with his pms performance

  • @દિવ્યચાવડા
    @દિવ્યચાવડા 4 месяца назад

    ET Now walo ko saste me aur kon milega ...🤣😂

  • @zeeshanzia6364
    @zeeshanzia6364 3 месяца назад

    he is one of the loud mouth ... told hold relax HDFC amc alkyl amines and hat not ...all crap stocks

  • @SingaporeBuilds
    @SingaporeBuilds 4 месяца назад +1

    Success overseas is not a guranteed success in India

  • @sankarsreekumar4996
    @sankarsreekumar4996 4 месяца назад

    😂

  • @StockExpert24
    @StockExpert24 4 месяца назад +3

    Iske Clint km hote ja re h ...phle 10 k bolta tha fir 9k bolne lga avi 8k bol ra h

  • @Nirmal..Pandey
    @Nirmal..Pandey 4 месяца назад +8

    Any channel who brings Marcellus Guys on Air, should ask them about their performance in last 1,3&5 Years first.. Uske baad jitna Gyaan dena hai in logo ko dene do..

  • @stan3151
    @stan3151 4 месяца назад +8

    He's a sober version on Bhasin Saab. Badi badi baatein vada pav khate

  • @sudip_curiousmind
    @sudip_curiousmind 4 месяца назад +11

    Little surprised by the amount of flak Saurabh gets online for the performance of his PMS..its almost as if people built their own portfolios based on his stocks. I have a few of them as well but nothing to break my head on.

  • @arungoel9566
    @arungoel9566 4 месяца назад +8

    He has failed miserably. His AIF has given negative return over last 3 years. Why does ET give him do much airtime????

    • @RABBANI101
      @RABBANI101 4 месяца назад +3

      Its a paid promotion, he pays to get himself interviewed.

  • @brijesh7
    @brijesh7 4 месяца назад +6

    Keeps mentioning Asian paints every time... can't see perhaps so many players coming into sector

    • @sumeetbhat347
      @sumeetbhat347 4 месяца назад

      Exactly he is ignoring 1. Threat of new entrants 2. Barriers entry softening 3.Margin pressure from suppliers

  • @naveenarjaria5424
    @naveenarjaria5424 4 месяца назад +3

    Very good fund manager par peeche se !! Baat mein No. 1 performance mein mat poocho !! high quality etc bolke acha chuna lagaya hai isne..

  • @subhamtripathi4514
    @subhamtripathi4514 4 месяца назад +4

    Facts are not adding up. If it take numbers that he shared in video -
    For ccp: 35 pe with 20 Percent growth is peg= 1.75
    For s&p: 25 pe with 15% growth is peg = 1.66
    CCP is still costlier than S&P but he said the opposite. Lies on national television continuosly... All the time.

  • @RS-ir1pe
    @RS-ir1pe 4 месяца назад +2

    Yeh sabse bada dhokebaas pms chalata hain .

  • @siddarthmohta8504
    @siddarthmohta8504 4 месяца назад +1

    Why does the channel not ask about his performance? High-time media should ask some relevant questions

  • @JohnChristopherK
    @JohnChristopherK 3 месяца назад

    He is dubakur PMS..only pms voilate there own principal... Only marketing jimics... I don't know why media giving too much spaces to him...

  • @sumeetbhat347
    @sumeetbhat347 4 месяца назад

    His theories are good..must listen but just do opposite, you will surely make money

  • @rohitsarkar8577
    @rohitsarkar8577 3 месяца назад

    Saurabh has gone global , nicely bringing in longterm FPI, which Indian stock markets needs badly !! Currently the FPIs in India stay for a short-term gain only. Feels safer in US bonds and US stock market only.

  • @VijayPatel-yo1rk
    @VijayPatel-yo1rk 4 месяца назад

    Tune investment

  • @Learning1680
    @Learning1680 4 месяца назад

    😂😂😂😂😂

  • @RS-ir1pe
    @RS-ir1pe 4 месяца назад

    He has already removed his money from this pms

  • @Sanjay-kc6zt
    @Sanjay-kc6zt 4 месяца назад

    Isko wajah se sab stock jab bottom pe the tab sab iske Pms ke stock le liye . Aaj Tak pachata raha hu