Indian companies with strong cash flows and credit profiles will remain resilient despite the rupee’s 5% decline against the US dollar in the last two years, according to Moody’s. Only six out of 23 rated firms may face risks, but they possess mitigating factors like government ties, natural hedges, and active debt management to offset the impact.
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.