Marcellus Webinar | Busting Popular Macroeconomic Myths 1

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Saurabh Mukherjea, the CEO of Marcellus covers a wide range of topics, including the latest quarter results for Marcellus investee companies and the prevailing macroeconomic situation.
During the discussion, Saurabh delves into how portfolio companies are shaping up based on their fundamentals. He also addresses the start of the macros, shedding light on the connection between US recessions and the Indian economy, Rising interest rates are companied by rising stock markets, and also breaks the myth surrounding high inflation is bad for high-quality stocks.
Time Stamp
1:16 - Interest Rate Hikes Are Somehow Bad for the Stock Market
4:29 - Rising Interest Rates Are Bad for the Stock Market
6:41 - Rising Interest Rates Impact on India
8:13 - Myth Is High Inflation Is Bad for High-Quality Stocks
Join us in this insightful video as Saurabh Mukherjea shares his expertise and provides valuable insights into the latest quarter results, macroeconomics, rising interest rates, and the Indian stock market.
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**Disclaimer - The stocks described in the interaction forms the part of Marcellus' portfolio, clients’ portfolios and portfolios of Marcellus employees taking part in the above interaction and their immediate relatives.
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