EPISODE · Apr 28, 2025 · 33 MIN
Guru Portfolios: Why Saurabh Mukherjea Has Sharply Changed His Asset Allocation In The Last Few Months | Mint Podcast
from Mint Podcast · host Mint - HT Smartcast
Until about a year ago, Marcellus Investment Advisors' Saurabh Mukherjea had invested 60% of his portfolio in Indian equities - but now, his asset allocation has changed considerably due to global events that have been taking place recently, especially courtesy Donald Trump.In this episode of Guru Portfolios, watch why Mukherjea has drastically changed his allocation, how his portfolio looks now and his outlook for the Indian stock market. He also talks about something that he's been drawing attention to for a while now - that the Indian middle class could be in GRAVE trouble. Watch the full episode on YouTube-https://www.youtube.com/watch?v=UlcZMAtm4D0&t=126s
What this episode covers
Until about a year ago, Marcellus Investment Advisors' Saurabh Mukherjea had invested 60% of his portfolio in Indian equities - but now, his asset allocation has changed considerably due to global events that have been taking place recently, especially courtesy Donald Trump.In this episode of Guru Portfolios, watch why Mukherjea has drastically changed his allocation, how his portfolio looks now and his outlook for the Indian stock market. He also talks about something that he's been drawing attention to for a while now - that the Indian middle class could be in GRAVE trouble. Watch the full episode on YouTube-https://www.youtube.com/watch?v=UlcZMAtm4D0&t=126s
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Guru Portfolios: Why Saurabh Mukherjea Has Sharply Changed His Asset Allocation In The Last Few Months | Mint Podcast
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