See The Power Of Cigarettes For ITC | Saurabh Mukherjea, Marcellus Investment Managers

Speaking to ET NOW, Saurabh Mukherjee stated that the Fed will have to hike aggressively and will have to hike more than what the market is expected. He also added that 'low-quality' companies will have a challenging couple of years. Speaking about the market outlook, he informed that one should continue to be constructive on pharma ancillaries. So, can Nifty sustain its gains? Will India maintain outperformance and is it time to stick to quality names? Watch this interview on ET NOW to find out

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[djankoulrea]

They keep asking him the same questions over and over and he keeps giving the same answers over and over. There is Consistency for you 😄

[zazu]

Tarson, fine organics and Norton grinwell will grow 10 folds in the next 10 yrs, thanks Mr Mukherjee for showing us these gems. 🙏

[octo]

ITC is a struggling juggernaut which has potential to breakthrough however, they have to either keep acquiring or bring autonomy to individual business units.. to run them as companies independently.

[sureshnishtala]

Great explanation about Avas and Home first finance company....sourabh always explains very well...

[narayanf]

Saurabh few months back he said he reducing stakes in ITC as it has lost value and not growing. *Only when the tide goes out do you discover who’s been swimming naked* -Buffet quote has come true by looking at Saurabh with out his suits coming to TV show else always with full suit dress and glamours speech fading away now.

[abhijeetgyal]

Thanks for the nice analysis, loved it, thanks for sharing and keep up the great work! 👏👏👏👌👍

[ralphrau]

ITC will compound cash flows @ 6%. That is very far from 20-25% target of Consistent Compounders benchmark

[ralphrau]

Saurabh bhai is looking stressed. Even he is shocked by the possibility of aggressive rate hikes in USA - with its consequent impact on FII flows into the Indian market

[amilrahman]

Saurabhs views on Adani companies!!!????

[gurusamsi]

As long as Sanjiv Puri is at the helm ploughing back cash ( cash allocation ) is going to be difficult

[happiness-health-wisdom-we]

Home first finance - I don't think Marcellus team has done due diligence/channel check...lot of loans are granted to illegal constructions in Pune and Mumbai

[tkjohn]

Dear Mukherjee,
Where were you when ITC was struggling to climb over 200.

[templogical]

Good questions, Sourabh is clearly uncomfortable.

[nagarajpipalli]

Saurab should accept, the great days of Asian paints is over.

[buchananfrensky]

He is biggest hypocrite running a PMs his views will always be biased