“Bullish on export-oriented businesses, particularly those benefiting from a weaker rupee, expanding free trade agreements, and the China-plus-one shift in global supply chains. Reducing domestic consumption exposure and increasing bets on companies set to benefit from rising NPAs in the Indian banking system. Plans to use any rally to accelerate the pivot.”

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