Independent market expert Sandip Sabharwal said the policy is more to do with public infrastructure, how the speed of movement improves and how the bureaucracy is reduced. “It will take a long time. So, I think it is more of a directional thing. It takes a 5 to 10-year kind of view and to that extent, short-term moves (in the stocks) might not sustain beyond a few days,” he said.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.
April 15, 2026