Following the finalization of the US-India trade deal, Saurabh Mukherjea's firm is increasing exposure to export-oriented manufacturers. He anticipates making more money from these plays, indicating a bullish outlook for the sector due to the improved trade environment.

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

Nifty 50BullishCalled 12 Feb 2026Graded 23 Aug 2026
Verdict:MISS

Nifty 50 decreased from ₹25471.10 to ₹23408.80 (-8.10% in 30d), which contradicts the bullish outlook for the sector.

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