Marcellus Investment Managers (@marcellusinvest) 's Twitter Profile
Marcellus Investment Managers

@marcellusinvest

We are a SEBI registered Portfolio Manager. This handle is intended for non-US users. Access our US website in case you are based in USA.

ID: 1076778407877324800

linkhttp://marcellus.in calendar_today23-12-2018 09:55:52

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Reinvent. Re-skill. Repeat. 🔄 That's the mantra for a 40-year career in the age of AI. Forget the old notions of elite education – in this podcast with Bharatvaarta | भारतवार्ता , Saurabh Mukherjea, explains why continuous learning and vocational skills will be more critical than ever. AI

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Are you Safe? The Truth About Careers in the wake of AI In this clip from Bharatvaarta | भारतवार्ता's podcast, Roshan Cariappa 🇮🇳 quizzes Saurabh Mukherjea on the raw truth about AI, careers, and jobs. You'll hear why Saurabh believes we're all about to take more intellectual risks and get way

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Small and mid-caps are showing signs of stress with slowing earnings and rising valuations. Connect by tapping marcellus.in/connect/?utm_s… to know how we’re staying selective, holding cash, and navigating the space with resilience. #Marcellus #Investing #SmallCaps #Midcaps #Finance

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Sending your child abroad for education could cost ₹60 lakhs every year or more today. And that number’s only climbing. From dream vacations to retirement, your goals won’t fund themselves. In this episode of Marcellus Musings, we unpack how asset allocation, not stock-picking,

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As macro conditions shift, how are KCP portfolio companies adapting and staying resilient? Let’s connect at shorturl.at/ulQlV to discuss. With key macro indicators turning favourable for India, such as moderating inflation, stable crude prices, and a steady US dollar, the

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Why you’re missing out on dynamic growth?! A common belief is that high-growth countries translate to high investment performance. However, data suggests a different story. A handful of companies from the "slow-growing" developed world have strategically positioned

Why you’re missing out on dynamic growth?!
  
A common belief is that high-growth countries translate to high investment performance. However, data suggests a different story.
  
A handful of companies from the "slow-growing" developed world have strategically positioned
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Our recent survey brought out some shocking facts about the current state of household finances in India and this presents several interesting patterns that warrant a closer look. To understand the complexities Affluent Indians face, we collaborated with Dun & Bradstreet on a

Our recent survey brought out some shocking facts about the current state of household finances in India and this presents several interesting patterns that warrant a closer look.

To understand the complexities Affluent Indians face, we collaborated with Dun & Bradstreet on a
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Is your biggest investment working against you? 🏠 Many Indian families pour their savings into real estate. However, here's the surprising truth: On top of being tax-unfriendly and illiquid, property returns over the past decade have barely beaten inflation. Despite this,

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India's economic growth is facing headwinds. 📉 Since Diwali 2023, corporate earnings have slowed significantly, driven by a sharp decline in consumption. Why the slump? A major factor is the deceleration in white-collar job creation and stagnant real wages for these workers

India's economic growth is facing headwinds.

📉 Since Diwali 2023, corporate earnings have slowed significantly, driven by a sharp decline in consumption.

Why the slump?

A major factor is the deceleration in white-collar job creation and stagnant real wages for these workers
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Join us for an insightful webinar with Dr. VS Parthasarathy, former Group CFO of M&M, as he shares how corporate acquisitions can truly enrich shareholders. In this session with Saurabh Mukherjea, Dr. Parthasarathy will delve into the critical aspects of successful M&A in India,

Join us for an insightful webinar with Dr. VS Parthasarathy, former Group CFO of M&M, as he shares how corporate acquisitions can truly enrich shareholders.

In this session with Saurabh Mukherjea, Dr. Parthasarathy will delve into the critical aspects of successful M&A in India,
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Let's talk about an Age-Old Debate We've all been tempted to predict the perfect moment to buy or sell. But what if the most powerful strategy isn't about perfect timing, but simply about time itself? A lot of the conversation we hear about US market valuations often centers

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Ever thought about how much of your life is priced in USD, even when you're in India? Take a guess! From your iPhone to your Netflix subscription, our spending is increasingly global, yet our savings are often exclusively in INR. With the rupee historically depreciating against