Bearish on domestic consumption and lending companies, expecting a meaningful slowdown in domestic consumption. Increasing exposure to export-oriented businesses such as Divi's Laboratories and its supply chain partners.

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

Dow JonesBearishCalled 15 Apr 2026Graded 19 Jul 2026
Verdict:MISS

Dow Jones increased from ₹48463.72 to ₹51671.03 (+6.62% in 60d), contradicting the bearish call on domestic consumption and lending companies.

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