FY26 seems like it will be the year of uncertainty. The tariff wars will continue to play out and eventually shake out into a new world order. The last time tariffs were raised so high was back in the 1930’s which then led to the 2nd world war.
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.