A steady return of foreign institutional capital, a concrete trade deal with the United States and a pickup in private capital expenditure will drive the next leg of growth in the Indian stock market, ...
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Trent likely to recover in 2026; new labour laws to raise costs, not earnings, says Saurabh Mukherjea
Retail major Trent’s 40–45% correction is not a valuation mystery—it’s the result of a meaningful slowdown in same-store sales growth (SSG), says Saurabh Mukherjea, Founder of Marcellus Investment ...
Trent Share Price: Trent Limited, a retail company and part of the Tata Group, has disappointed its investors significantly in the last one year. From the all-time high levels of Rs 8,345 (touched on ...
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What John Templeton got right and modern investors still miss, Saurabh Mukherjea explains
At a time when investors are encouraged to double down on what they know best—one market, one asset class—Saurabh Mukherjea is making the case for doing the opposite. In his recent write-up, the ...
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