Last week was almost a one-way street for the markets, which even took Moody’s India downgrade in their stride.
SAURABH MUKHERJEA, founder and chief investment officer of Marcellus Investment Managers, tells Puneet Wadhwa that as a strategy, the focus is not valuations, but companies with clean accounts that sell essential products to 1.3 billion Indians and have immense entry barriers. Edited excerpts: Is the worst over for the Indian equity market? Given the overreaction to the Covid-19-related panic in the three months ended March 2020, it was inevitable that the Indian ...
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First Published: Sun, June 07 2020. 21:05 IST
