What's In Store For Markets? | Saurabh Mukherjea, Marcellus Investment Managers | The Market

Sense of relief that the second wave is behind us. Good to see risk appetite, confidence returning to markets. Plenty of changes in consumption patterns post the pandemic. Have built investments in galaxy surfactants over last year. Strong R&D capacities making galaxy surfactants attractive. Have built substantial positions in galaxy surfactants. Relentless market share shift from public to private sector banks. Across financials, market share migrating to cleaner, bigger players. HDFC Life at powerful intersection of market share shift to private. Clear that there is a strong cyclical recovery globally. Expect to see a strong Capex recovery in India soon. Fundamental a bull market in commodities means input cost pressures. Watch the full interview with Saurabh Mukherjea, Marcellus Investment Managers on The Market!
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