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Public Equity
Indian IT At The Crossroads
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, February 09, 2010The confidence inducing story of technological innovation fuelling sustained earnings growth is now being challenged on Continue Reading »
An Outbreak of Corporate Honesty
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, January 18, 2010The stock market being in the depressed state that it was in FY09, the incentives to massage earnings were muted. Continue Reading »
"Out of the box" Thinkers Dominate Finance
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, January 05, 2010My hunch is that in the years to come the most powerful insights in Finance will come from sociologists. Continue Reading »
How Galleon Could Change The World
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, November 26, 2009This is common practice in the world of big ticket investment management in the US and elsewhere (including in India). Continue Reading »
Have We Learnt Anything From Satyam?
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, October 19, 2009Institutional investors worry about corporate governance more in India than they about the daily news flow on earnings Continue Reading »
Savings: The Real India Story
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, October 07, 2009India As The New Plutocracy
Saurabh Mukherjea, Head of Indian Equities, Execution Noble, August 20, 2009Three PIPE Ideas In Down Market
Ashish Chugh, Analyst, September 04, 2008
