Beat The Street with Saurabh Mukherjea of Marcellus Investment Managers
Автор: ET Now
Загружено: 2021-11-11
Просмотров: 42690
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Speaking to ET NOW, Saurabh Mukherjea, Marcellus Investment Managers says inflationary pressure is a global phenomenon. Invest in champion franchises as inflation sets in, he adds. He believes champion franchises help consolidate markets. He is bullish on Pidilite in adhesive and building materials. He is positive that Pidilite has grown free cash flows by 100x. He is confident in Axis Bank among the private lenders. He says that interest rates will climb as the economy continues to recover. The companies that are dealing with inflationary pressure are turning profitable. To find out more, watch the complete interview on The Market.
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