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Saurabh Mukherjea

Who will be in the Sensex in 2025?

General

07 July, 2015

Who will be in the Sensex in 2025?

In my previous columns I have highlighted that the Indian market has the highest “churn” ratio amongst the world’s major ......

Sri Lankan lessons for India

General

16 June, 2015

Sri Lankan lessons for India

I had visited Colombo five years ago, just after the civil war ended, and had found it to be a ......

#ModiYearOne: FY16 will be painful as earnings adjust to reforms, says Saurabh Mukherjea

General

25 May, 2015

#ModiYearOne: FY16 will be painful as earnings adjust to reforms, says Saurabh Mukherjea

The Indian economy may struggle in FY16 as earnings adjust to the initiatives launched by Prime Minister Narendra Modi to ......

Modi hits the ‘reset' button

Others

12 May, 2015

Modi hits the ‘reset' button

“So what about corruption and crony capitalism - which along with the economic slowdown have destroyed his (Manmohan Singh’s) prime-ministership? ......

The Union Budget and Corporate Sycophancy

General

03 March, 2015

The Union Budget and Corporate Sycophancy

As an exercise in mass sycophancy by the business community, the Union Budget is hard to beat. No sooner does ......

Narendra Modi's audacious fiscal reconstruction

General

12 February, 2015

Narendra Modi's audacious fiscal reconstruction

The Indian PM is planning the most audacious rethink of fiscal policy ever seen in India. Even if he is ......

Learning from the Gurus of Chaos

General

19 November, 2014

Learning from the Gurus of Chaos

As the post-launch marketing blitz around my book “Gurus of Chaos: Modern India’s Money Masters” settles down with the first ......

The ‘lifecycle' of great companies

General

14 October, 2014

The ‘lifecycle' of great companies

The almost accidental discovery by my colleagues at Ambit almost two years ago that the Indian market churns significantly more ......

2014 to be year of adjustments; investment cycle may take time to revive

General

19 February, 2014

2014 to be year of adjustments; investment cycle may take time to revive

With upcoming general elections and tapering of quantitative easing globally, 2014 could be an year of adjustments for the Indian economy. At ......

Four possible turnaround plays

General

28 January, 2014

Four possible turnaround plays

Six months ago I wrote a column explaining why over 80% of the great companies on the BSE 500 self-destruct. ......