Why Saurabh Mukherjea is still gung-ho on specialty chemicals, adding to Little Champs portfolio
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
