“Saurabh Mukherjea of Marcellus Investment Managers is bullish on HDFC Bank, viewing the recent chairman's resignation as a 'power play' rather than a fundamental ethical or operational problem. He asserts the bank's underlying health, asset quality, deposit growth, and operational execution are robust, with past tech concerns resolved. He anticipates RBI involvement, and any resulting stock correction would create a significant buying opportunity.”

Saurabh Mukherjea’s track record: 6 graded calls · 95% CI 19–81%