Saurabh Mukherjea Of Ambit Capital

Saurabh Mukherjea Of Ambit Capital

👍 Do not think RBI has reason to worry with rupee being near 65-mark against the dollar.

👍 Expect 10-year yield to harden further if GST revenue number disappoints.

👍 Consumption driven recovery in GDP is underway in India.

👍 Both RBI and the Centre are clueless about how to resurrect the banking system.

👍 Inflation coming through strongly will likely help double digit growth in earnings recovery.

👍 NBFCs and HFCs suffer from higher inflation and higher rates.

👍 Happy to pay steep price to equity multiple for companies with retrun on equity greater than cost of capital.

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Neal Bhai has been involved in the Bullion and Metals markets since 1998 – he has experience in many areas of the market from researching to trading and has worked in Delhi, India. Mobile No. - 9899900589 and 9582247600

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