#marketmasters #saurabhmukherjea #hdfcbank #divislabs #cityunionbank
In the special series "Market Master," Business Today TV Managing Editor Siddharth Zarabi had an exclusive conversation with top market expert Saurabh Mukherjea, Founder & CIO of Marcellus Investment Managers, about his top 10 stock picks. He remains bullish on large caps; their largest portfolio of 16 stocks includes Asian Paints, HDFC Bank, Bajaj Finance, and Divi’s Lab. Speaking on the banking sector, he is bullish on ICICI Bank, which is in their financial services portfolio. He also spoke about his top three favorite picks, which include City Union Bank, Narayana Hrudayalaya, and Tube Investments. He mentioned that before the election results, the Marcellus team expects a revival in agriculture, and he is bullish on Godrej Agrovet. Speaking on the boom in the IT sector stocks, Mukherjea is bullish on L&T Technology Services. Here’s an excerpt from that exclusive conversation.
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