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The PMS fund manager projects a nominal GDP growth rate of 10-11% over the next decade, providing a strong foundation for corporate earnings to grow at 13-14% annually
Since inception in December 2018, the Consistent Compunders has given returns of 15.35 percent while its benchmark has given slightly higher returns of 15.76 percent in the same period
Mukherjea said that Zudio has taken a leaf out of Asian Paints' strategic book and implemented it in the apparel industry
Investors must look at their own consumption basket when considering inflation rates, says Saurabh Mukherjea.
Saurabh Mukherjea expects a resurgence in private sector capex, growth in IT services and engineering R&D companies, and a pick-up in private consumption driven by the job market and interest rate cycle. The Marcellus founder discusses the optimistic outlook for private sector capex in India, highlighting names such as RSI, RHI Magnesita, and Grindwell Norton as plays on the steel demand and abrasive provider sectors. He also emphasizes the potential of Trent's Zudio proposition and Star Bazaar as disruptive players in the retail market.