Saurabh Mukherjea, Founder, Marcellus Investment Managers, says “China’s economic boom over the last 20 years supported commodity prices. China’s economic unwinding, perhaps its economic collapse over the next 10 years, will have a deflationary impact. As and when that becomes apparent to bond markets and to central banks, the narrative that we are close to … Read more
Beating the Tatas and the Adani Group stocks, Mukesh Ambani’s (RIL) has emerged as the largest wealth creator on Dalal Street in the last 5 years. With a gain of Rs 13 trillion, has emerged the largest wealth creator over 2017-22 and for the 4th fourth time in succession, shows ‘s wealth creation study. This … Read more
Mumbai: Chemical producers may post moderate profits in the June quarter, but investors could consider buying some of the beaten-down names in the sector. SRF, , , , , , , and are among analysts‘ top picks in the sector. Shares of various chemical companies have been under pressure in recent months on account of … Read more