Saurabh Mukherjea & Sanjiv Bhasin have advised us to be fearless and to aggressively take advantage of the savage sell-off sparked by the deadly Corona Virus. They have also recommended top-quality stocks which are immune to the virus
Saurabh Mukherjea of Ambit Capital has issued the grim warning that the stock markets are headed for a turbulent time and could slump heavily. This is not a time to fool around with junkyard stocks. Instead, we must ensure that our portfolios only have A-grade top-quality stocks he says
Saurabh Mukherjea has followed his conservative formula of focusing only on well-run high-quality companies with clean accounts and sensible capital allocation. His “Good and Clean Portfolio” for 2014 has heavily outperformed the Benchmark Index. Will the 2015 Portfolio do the same?