Every analyst call
Every public market call we’ve tracked, newest first. Filter by instrument, direction, grading status, analyst, firm, or sector — every combination is a shareable link.
Sentiment · Marcellus Investment Managers
Analysts are split
11 analyst stances matching these filters · one per analyst
Trackable
4 · 2 bull / 0 neutral / 2 bear
Long-Horizon
none in window
Commentary
7 · 4 bull / 1 neutral / 2 bear
Bullish 54.5% (6)Neutral 9.1% (1)Bearish 36.4% (4)
Date range
| Call | Analyst | Instrument | Verdict | Actions |
|---|---|---|---|---|
| “Bearish on domestic consumption, particularly PSU companies, power infrastructure, and road builders, due to government …” | Saurabh MukherjeaMarcellus Investment Managers | Nifty Infra | NOT GRADED | |
| “Bullish on export-oriented businesses, particularly those benefiting from a weaker rupee, expanding free trade agreement…” | Saurabh MukherjeaMarcellus Investment Managers | USD/INR | HIT | |
| “Bearish on domestic consumption and lending companies, expecting a meaningful slowdown in domestic consumption. Increasi…” | Saurabh MukherjeaMarcellus Investment Managers | Dow Jones | MISS | |
| “Bullish on companies benefiting from rising NPAs in the Indian banking system. Building a position in these companies, w…” | Saurabh MukherjeaMarcellus Investment Managers | Nifty 50 | NOT GRADED | |
| “Saurabh Mukherjea of Marcellus Investment Managers is bullish on HDFC Bank, viewing the recent chairman's resignation as…” | Saurabh MukherjeaMarcellus Investment Managers | HDFC Bank | MISS | |
| “Marcellus Investment Managers is becoming constructive on the market, having reduced smallcap cash from 40% to 13% as th…” | Pramod GubbiMarcellus Investment Managers | HDFC Bank | PENDING | |
| “Krishnan VR of Marcellus Investment Managers believes mid- and small-cap valuations remain elevated despite muted return…” | Krishnan VRMarcellus Investment Managers | Nifty 50 Index | PENDING | |
| “Krishnan VR holds a positive outlook for lending financials, anticipating stable to improving Net Interest Margins for p…” | Krishnan VRMarcellus Investment Managers | Bank Nifty | PENDING | |
| “Krishnan VR suggests the near-term earnings outlook may not drive IT services stocks unless companies guide for a signif…” | Krishnan VRMarcellus Investment Managers | Nifty IT | NOT GRADED | |
| “Saurabh Mukherjea notes that residential real estate demand in markets like Hyderabad and Bangalore has significantly de…” | Saurabh MukherjeaMarcellus Investment Managers | Nifty Realty | HIT | |
| “Saurabh Mukherjea warns that the selling pressure in Indian IT services stocks may not be over yet, citing similar trend…” | Saurabh MukherjeaMarcellus Investment Managers | Nifty IT | HIT | |
| “Following the finalization of the US-India trade deal, Saurabh Mukherjea's firm is increasing exposure to export-oriente…” | Saurabh MukherjeaMarcellus Investment Managers | Nifty 50 | MISS |