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We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh Mukherjea

India's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earnings growth. Artificial intelligence is reshaping jobs, impacting the middle class. A weaker rupee will benefit goods producers. Gig work and smaller cities are gaining prominence. Well-managed companies remain strong investments. The era of cheap money is over.

Raccontata daeconomictimes.indiatimes.com

Timeline cronologica

  1. mercoledì 10 giugno 2026·economictimes.indiatimes.com

    Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrends

    Saurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His strategy targets turbine manufacturers,…

  2. mercoledì 10 giugno 2026·economictimes.indiatimes.com

    'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear now

    India has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlighted robust digital and physical…

  3. mercoledì 10 giugno 2026·economictimes.indiatimes.com

    We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh Mukherjea

    India's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earnings growth. Artificial intelligence is…