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Saurabh Mukherjea on 3 ways 2024 will be different from 2023
Saurabh Mukherjea expects a resurgence in private sector capex, growth in IT services and engineering R&D companies, and a pick-up in private consumption driven by the job market and interest rate cycle. The Marcellus founder discusses the optimistic outlook for private sector capex in India, highlighting names such as RSI, RHI Magnesita, and Grindwell Norton as plays on the steel demand and abrasive provider sectors. He also emphasizes the potential of Trent's Zudio proposition and Star Bazaar as disruptive players in the retail market.
