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