“Dramatic changes in capital flows are the biggest risk… If every country starts retaliating and becomes an island, then it imperils the global system”
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.