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Saurabh Mukherjea is known for his mastery in identifying contra themes and being an early investor therein. He has identified a new theme which is emerging from the doldrums & also picked the top stocks in it
A Hedge Fund Manager who predicted the global meltdown in the stock markets has now opined that the crash is overdone and a reversal is imminent. He has pointed out that there is a fall in new coronavirus cases and a resumption in the China factory production. Also, the Central Banks around the world are ramping up liquidity and cutting interest rates, which will throttle the Bears and fuel the Bulls
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