Saurabh Mukherjea on his stock picks | Market ki Baat with Saurabh Mukherjea Marcellus

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Saurabh Mukherjea on his stock picks | Market ki Baat with Saurabh Mukherjea
Saurabh talks about why the 2020s is a huge decade for the Indian economy and its stock market after lots of structural reforms in the past years. Saurabh also tells us why Indian markets are favourably placed and attractively-valued right now as compared to other emerging markets. Further, Saurabh speaks at length about why momentum investing strategy doesn’t work in the long term, and hence investors should focus on companies with momentum in earnings instead of price. Finally, Saurabh comments on certain stocks like HDFC Bank, Kotak Mahindra Bank, Divi's Laboratories, ITC, Vijaya Diagnostics, etc. Watch the full episode now!
0:00 - Introduction
0:57 - About Saurabh Mukherjea
2:23 - "India's decade after a decade of structural reform" - Explained
5:21 - How will the growth story of future India be?
6:35 - Is Indian markets overvalued?
8:26 - Can China recover & will it impact the Indian economy?
11:51 - HDFC bank's share price is stagnant - What is Saurabh Mukherjea thinking about this stock?
16:13 - CAGR of momentum investing: Is it true? #yesbank
21:17 - Kotak bank return analysis
22:14 - Why India should follow Japan's transformation rather than India's transformation?
27:59 - Why Japanese market didn't make returns?
31:58 - How should investors invest in a fearful market?
35:00 - How much growth should be there in a company to invest in it?
40:05 - Divis Lab: Management analysis
42:23 - The capital requirement for PMS - How to invest in Marcellus's portfolio?
45:21 - When to exit a stock?
50:48 - What should investors do in for stagnant stocks with high performance?
53:29 - Analysis about ITC - Why Marcellus exited from it?
56:55 - Vijaya Diagnostics analysis
1:01:12 - Why are stocks that are catering to the middle to lower-income groups falling?
1:04:24 - UPI transaction rising - What's its impact on the Indian economy?
1:06:48 - Problem in the banking sector in the near future
1:09:13 - How to analyze infrastructure companies before investing?
1:11:18 - Dillusion of progress example
1:12:12 - How to see competitive advantage in new-age startups?
1:15:57 - Conclusion
1:16:11 - Key learning
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Пікірлер: 322

@vinodkumardube1859 Жыл бұрын

I am big fan of Saurabh Mukherjee

@prashantdubey415 Жыл бұрын

Yes, he is god for retailers. So much knowledge he has, but i am only gaining knowledge but not making money. My portfolio which has only stock of SM sir is down in last 2 yrs and bleeding

@SSingh-hr4ep Жыл бұрын

@@prashantdubey415 taking stocks by seeing others portfolio is not always great. Always there is difference between your buying price and their buying price. may be u buy at the top. Always wait for a greater fall and then buy. i give u an example, now this time if your buying price of divis lab is between 3250 - 3300 then u will make money in next 2.5 years.

@prashantdubey415 Жыл бұрын

@@SSingh-hr4ep are u sure Divis lab will not fall to 2500.

@vinod7346 Жыл бұрын

@@prashantdubey415 bs yhi baat h ki tum pese nhi kama rhe ho jb bdia company down me mil rhi h to or down me cahiye tumhe.

@mohdshajar7874 Жыл бұрын

@@prashantdubey415 his portfolio is down last 1 yr but 2 yrs his postfolio is up

@akshatgautam2158 Жыл бұрын

Thank You CA Neeraj Arora.. Jab tak aapka pehla episode nahi aaya tha mai bohut confused rehta tha stocks selection ko lekar.. Through that show, I got to know Saurabh Mukherjee.. Wo episode 4-5 baar dekha... Uske baad Saurabh Sir ke almost saare KZfaq videos dekh chuka hu.. Unke 3 books padh chuka hu.... Thank You So Much.... I listen to Saurabh in my free time...

@riteshsingh118 Жыл бұрын

I do the same like you. I was huge fan of Saurabh and still I am. He talks very well and sounds logical. But you can't make money by just listening to him. HIs portfolio itself has given returns of 15-20% CAGR. I would advise, join some good course. If your schedule permits then learn the art of fundamental and technical analysis for good stock selection. You should build your own strategy that suits you and work better with your funds. Believe me, you won't make return by following Saurabh or any other person.

@anubhavmalik2988 Жыл бұрын

Read all his books multiple times tab samaj aayega

@Stock_Insight_37yrs_experience 5 ай бұрын

We have 35 years of experience in stock market investing and research. We want to serve Indian Retail Investors with honest insights.

@riteshsingh118 Жыл бұрын

Actually Niraj should add another points when Saurabh referred momentum investing as emotional investing. Momentum traders don't behave like investor so they don't have to hold the stocks forever rather, they would sell at either life time high or based on technical indicators. Usually, I have seen, every funds manager hype their own strategy and underestimate others and they do this smartly with good reference of very selective examples of stocks to prove their points. For me, performance is the key to measure any fund managers or stocks. I know people doing momentum investing/ Positional investing and various other format have made more than 25% CAGR in their portfolio consistently. Which is more than any fund managers return. I understand, fund manager has huge volume of funds and they like to play very safe and conventional so they always ask Investors to trim down their return expectation to 15-20% but never reveal hidden intention behind it. One things is very clear, Individual investor can beat any fund manager with just positional trade in good fundamental stocks.

@vivekkumar5530 Жыл бұрын

Well said Ritesh. Saurabh is hiding that he has a huge amount with him, so it isn't easy for him to enter or exit any stock. That is why momentum/position investing isn't possible for him due to the size of the cash he holds. But retail investors can do that and can easily make a good CAGR.

@pintupal6625 Жыл бұрын

Big fan of Groww and Sourav Mukherjee. Love from West Bengal ❤️.

@Stock_Insight_37yrs_experience 5 ай бұрын

We have 35 years of experience in stock market investing and research. We want to serve Indian Retail Investors with honest insights.

@NoFarmersNoFood-le1ig Жыл бұрын

Saurabh Sir, k interview dekh kr bahut kuch seekhne ko milta h. Thnq Neeraj Sir aapne Saurabh Sir ko phir se bulaya.

@brahmarakshas5820 Жыл бұрын

It's always a great pleasure to listen to Saurabh sir.

@anilpanicker151 Жыл бұрын

Neeraj, you have conducted this interview extremely well.. you have cross examined a few concepts exactly the way i wanted to be asked . Some answers were slightly evasive but thoughtful. Well done to you and your team !

@pravinp2000 Жыл бұрын

Exactly what I commented I guess

@MohanYadav-xl9ou Жыл бұрын

Mind blowing , extremely happy listening Saurabh mukharjea sir, thank you very much Neeraj sir and team grow👍🙏🙏

@samirkhairnar Жыл бұрын

Saurabh Mukherjee is so sorted out. Extremely mature and thoughtful 👍🙏

@djjoy918 Жыл бұрын

Its always a great pleasure to listen to Saurabh Sir.

@sagarsaxena4773 Жыл бұрын

It's all about learning and implementing. All regards to Saurabh Sir and entire team of Groww🙏

@6891deepak Жыл бұрын

Neeraj ke questions directly relate karte hain retail investors ke mind set se.. bhut shandar neeraj bhai

@vishnukant7893 Жыл бұрын

Excellent sir. Ajj k show ka kafi dino sa intjar tha

@mitulchauhan8687 Жыл бұрын

Thanks a ton for such informative session....pls. continue conducting such sessions.. 👍🏻

@jayantaroychowdhury3878 Жыл бұрын

Thank you Niraj ji for anchoring such a nice interview with great Saurabh.

@vijayarajagopal143 Жыл бұрын

Lovely content Niraj, loads of knowledge I could gain and Your powerful summary + closings remarks 'Seekhna Suru thou Jeetna Suru' . Keep posting more & more interviews. 👌👍

@mathadaveereshkumar801 Жыл бұрын

Thank you very much Groww for bringing Saurabh Mukharjee on your platform for such an amazing discussion. Kudos to Groww. Keep bringing such videos in future.

@manoharsinghraghuwanshi3075 Жыл бұрын

Thanks, मन की मुराद पूरी कर दी आपने 2023 की शुरुआत सौरभ के साथ,, शुभ शुरुआत लाभ ही लाभ,,,,

@bikrampanda85 Жыл бұрын

Insightful. Kudos.. Due to the simplicity and clean investing lessons I am.a big fan of Saurabh..

@dibyajyotisaikia6723 Жыл бұрын

Great fan of Saurabh Mukherjea. Read two of his books Diamond In the Dust,The Unusual Billionaires.Learned a lot . Keep continue the learning journey.

@abhijitbasak6271 Жыл бұрын

Saurabh sir ki investing samajh me aati hai baki sab complicated banate hai big fan of Saurabh sir

@balwantsingh67 Жыл бұрын

always a pleasure to listen to Saurabh Sir.. Kudos to you Neeraj.

@6891deepak Жыл бұрын

Saurabh mukharjee ko sun ne ke liye agar mujhse koi payment bhi mange to main dene ko taiyar hun. Thanks to groww . You are doing very nice thing for small retail investors like me.

@corporateaccgen.2295 Жыл бұрын

The best interviewer, I've ever seen 👌 Thanks a lot sir for sharing a wonderful discussion 👍 neeraj ji you are simply best 👌

@Drimran4u Жыл бұрын

I love the style of investing by Saurabh mukharjee sir and some other fundamental investors

@sheikhnurani3347 Жыл бұрын

Thanks a million for this Neeraj!!! I didn't blink my eyes throughout this hour... ;)

@nagarpandat8914 Жыл бұрын

I am very very happy neeraj sir I am huge fan of saurabh mukharjee sir His thought process is exiliant .

@duraisubramaniam7552 Жыл бұрын

Good and useful discussion . This needs focused watching . Hats off Neeraj and Saurabh's conviction and approach is commendable

@tridipdoley5902 Жыл бұрын

This person is really honest, excellent n trustworthy 🙏🏻❤

@utkarshtyagi7106 Жыл бұрын

He approach is simple and logical compared to other experts on this show .....plz invite him on the regular basis and Big thank to grow team to bet this man again😍

@sandeeppai86 Жыл бұрын

Best Investment Podcast Series till date in India.. Big fan of your channel and of course your app 😍

@raquibahmad6111 Жыл бұрын

Waiting for this thank you groww for bringing Saurabh sir again

@tapaspalit5686 Жыл бұрын

This man realy great teacher in stock market.

@shreebalajisampath Жыл бұрын

He's a phenomenal speaker. I love to listen to his talks

@HarveySpectre163 Жыл бұрын

Two of my favourite people on the internet 😊😊

@wajeedkhan3394 Жыл бұрын

Thanks grow.saurabh sir ko lane ke liye

@jpsharma101 Жыл бұрын

Saurabh jee really appriciate the transparency in your investing style by which lot of small investor too getting benefits..

@commercee-pathsala2755 Жыл бұрын

Bohot knowledge video Hain. Especially on structural reform

@pravinp2000 Жыл бұрын

Everything Saurabh has ever said used to make perfect sense except his definition and take on momentum investing. Those who had to do momentum on yes bank would have exited at the right time on the way down thereby preserving their profits and not bled to death and lost everything. Neeraj made valid points on momentum not being emotional investing and also on the CAGR comparison. Also Saurabh kept reiterating "jo log momentum ke naam pe uchalte hai" which he should not have considering the fact that there are renowned peers who are proponents of momentum. To each his own and it's for us to cumulate and extract the best.

@balakrishnaprasadg2946 Жыл бұрын

I love the way saurabh Bhai think , love from Telangana

@amulsharma5723 Жыл бұрын

Thank You for this conversation ☺️

@farazhussain4046 Жыл бұрын

Shuru nahin kiya video but I know saurabh is the best.

@GaneshMandavkar Жыл бұрын

Neeraj thanks for putting exactly…🙏 it’s always very interesting to hear both of you.

@vivekshivdasani9521 Жыл бұрын

“Local cricket ground ka slogger” is a very apt terminology and it shows Saurabh’s deep understanding of middle class India. Fund managers sitting in their sanitised London and New York offices invest tens of billions in ancient cultures like India and China and they have zero experience or feel of the messy ground realities

@vishwasdhavan5778 Жыл бұрын

बहोत बहोत बढीया, सौरभजी आप कि बातें सुनते सुनते जीवन बदल देगीं,आपका मनसे धन्यवाद धन्यवाद धन्यवाद जी,🙏🙏

@saradaprasadswain3562 Жыл бұрын

Thanks for inviting Saurabh MukherjeeSir.I am big fan of him.

@srinivasvenkatesh6540 Жыл бұрын

Saurab is Great and Creating wealth and knowledge to hjs followers.

@sunitagurjar5301 Жыл бұрын

I am also big fan fo saurabh mukherjea great personality creating wealth to common people 🙏🏻🙏🏻🙏🏻

@prof.biswajitray Жыл бұрын

Excellent. I have always found groww interviews very apt

@sanjaymanu1 Жыл бұрын

A big fan of Groww …they way you are bringing up the knowledge and expertise on investment journey…Hats off to you and your team…I am sure one day Groww will be one of the best company to invest ..🙏🙏🙏

@mbharale Жыл бұрын

Thanks, Great informative video.

@abhisekpradhan4743 Жыл бұрын

Saurabh Mukherjee legend of stock market 👍🏻👍🏻👍🏻👍🏻👍🏻🌹🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼🙏🏼

@vijaydalvi5181 Жыл бұрын

Excellent discussion 👍

@ajinkyasajanikar 9 ай бұрын

Very great and knowledgeable video.. big fan of Saurabh ji and following him a lot.. Neeraj ji is amazing and to the mark questions.. great work.

@msachdeva02 Жыл бұрын

It is so difficult to ask questions to Saurabh sir. So many waste the opportunity by asking mundane questions. Kudos to the Groww team for asking such gems. Insightful questions, Contradicting with data points, well thought flow of the interview. Maza aa gaya!

@vardhuchougala7453 Жыл бұрын

Thank you so much Neeraj. These interviews are very useful.

@ongoingmillioner1847 Жыл бұрын

Strat every Saturday class by Sourab and start from basic. This will be really helpfull and interesting.

@malaynayak995 Жыл бұрын

Extremely beautiful and highly insightful

@yogeshsinghal3796 Жыл бұрын

Thanks…beautiful discussion

@kaushalendrakumar47 Жыл бұрын

I am also big fans Mr. Saurabh, New Super ⭐ Hero of Indian Stock market

@stocks4ever Жыл бұрын

It's all about learning and implementing. All regards to Saurabh Sir and entire team of Groww

@pavanchitte14 Жыл бұрын

आपका बहुत बहुत शुक्रिया Groww team... क्यूकी आपने सामान्य लोगो की भाषा हिंदी चुन लिया ...

@shailesh6355 Жыл бұрын

Thanks sir 😊

@gearsoftechgot Жыл бұрын

Sir Please Conduct An Interview With Varun Malhotra Sir Also In Your Market Ki Baat Series.....Humble Request 🙏...As You Too Are My Favourite Mentors

@seeker793 Жыл бұрын

Thankyou for having him

@ashutoshpandey3189 Жыл бұрын

Great guest. Thanks

@lovelyarora1415 Жыл бұрын

Fabulous show saurabh maukherje sir .

@supersceen8868 Жыл бұрын

Saurabh sir extremely well suggests 🇮🇳people

@sreeparnachatterjee3619 Жыл бұрын

Saurabh Mukherjea is a very good teacher as well!

@AshishKrSingh-el2nn Жыл бұрын

I am also flowing Saurav Ji...... His stock picks method is very impressive 🎉

@anilshastri2650 Жыл бұрын

Really appreciate for your efforts thanks a lot keep going bless you

@livingwithme2928 Жыл бұрын

Most brilliant and humble person ❤️❤️❤️🙏🙏

@susheelbindal777 Жыл бұрын

Market ki bat acha programme h Thanks to grow

@SUMITKUMAR-xj4mh Жыл бұрын

Excellent 👍

@sabirahealthbank Жыл бұрын

Great information given good podcast

@rmmeena9825 Жыл бұрын

A very good initiative from your side to gain knowledge for retail investors, Thanks #Groww Team

@deepakpatil3583 Жыл бұрын

Thank you sir jiiii very useful knowledge

@biswajitpaul1750 Жыл бұрын

Excellent discussion 👏

@sumansaha8243 Жыл бұрын

Excellent

@baghelsamit3968 Жыл бұрын

Thanks sir nice video, I want one analysis video about chemical stocks industry,🙏

@yaminshaikh948 Жыл бұрын

Thank you Neeraj Sir..

@leninbabu8310 Жыл бұрын

Legendary person with great vision

@sumanbiswas7659 Жыл бұрын

Please bring saurabh mukharjee every 6 months

@sabujsahatutorials...7738 Жыл бұрын

Great 👍

@udaybasumatary305 Жыл бұрын

Listening Learning and loving❤️ to invest in India🇮🇳 through one and only groww...

@mukeshdabra Жыл бұрын

Good conversation leads to great learnings. Thanks both of you

@jaldotiwala5900 Жыл бұрын

Good & Great Analysis by Mr Saurabh Mukerji, all stock market investors must hear & follow his investments philosophy. ❤❤😅

@jayeshkhara1425 Жыл бұрын

Both of you very good Thanks

@sahidulislam9983 Жыл бұрын

Much needed episode at such time. Saurabh is a brilliant investor and manager. Would love to see him again on the show.

@kaushikchatterjee1416 Жыл бұрын

Excellent one

@rattantanwar8724 Жыл бұрын

Néeraj ji nice & unique talks thanks. Thanks for Saurbh ji.

@chandrakhattar4633 Жыл бұрын

Thanks, good discussions, received new ideas, vision and scop of investment.

@sreeparnachatterjee3619 Жыл бұрын

Thank you so much for this video! 👍🙏🌹🌹

@niteshgandhi4357 Жыл бұрын

Fantastic✌👍👌GOD OF RETAIL INVESTOR

@mukeshbishnoi3081 Жыл бұрын

Good Sir

@abhiksarkar3829 Жыл бұрын

Saurav da r analysis khub valo,banglar garbo,groww app great going 👍

@sumankuplish4404 Жыл бұрын

Dear Saurabh Mukerjea, Relaxo chappel business not doing well but sandel business is doing well should not be seen as poor people are getting poorer and no more able to afford chappels. We overlook the fact that more people can afford to buy chappels. I am in Ludhiana in cycle business. Cycle market is shrinking not because people can't afford it. It's because people are switching to motorbikes.