Top PMS fund manager Saurabh Mukherjea, whose firm Marcellus handles HNI money worth around Rs 10,000 crore, has picked 4 new smallcap stocks in his Little Champs portfolio. In his bank-focused Kings of Capital portfolio, Home First Finance has been replaced with MAS Financial Services while SKF India is the new stock pick in midcap-heavy Rising Giants portfolio. Mukherjea told investors in a note that positive developments in interest rate cuts by the Fed can improve consumer sentiments and benefit stocks with global market exposure.
Investors not inclined to ‘sell India buy China’ but to ‘sell India buy USA’: Samir Arora
Samir Arora cautioned investors not to get overly excited by CLSA’s increased allocation to India. He believes that investors were shifting to the US, not
November 16, 2024