Saurabh Mukherjea of Marcellus Investment Managers anticipates profit margin compression in the AMC sector due to increased competition. He suggests potential US tariffs on India are negotiation tactics, expecting a 20% rate post-Russia-US deal, benefiting India’s position against China. Mukherjea highlights tech disruption in broking and asset management, citing Zerodha and Groww’s success.
Accelerate asset monetisation in railways, roads: Sebi chief Tuhin Kanta Pandey
Capital markets regulator Sebi’s chief Tuhin Kanta Pandey on Thursday said there is a need to “accelerate” monetisation of government-held assets in sectors such as