Auto sales have been weak recently, especially in the two-wheeler sector, but Maruti could benefit if consumer demand revives. Auto components face uncertainties due to US tariffs, but infra stocks remain promising with robust order books. Moreover, exchange stocks like MCX present attractive long-term opportunities despite potential regulatory risks for IEX.
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.