Exports Up 17% Yet Investors Are Still Cynical? Saurabh Mukherjea x Nandita Rajhansa
Coffee and Investing with Saurabh Mukherjea
- Published
- September 26, 2026
- Duration
- 26:32
- Summary source
- description
- Last updated
- Oct 25, 2026
Discusses investing.
Summary
Like our philosophy? Invest with us:https://invest.marcellus.in/auth?utm_...Exports are up 17%, so why does almost no investor own an Indian manufacturer?In this episode of Coffee & Investing, Nandita Rajhansa speaks with Saurabh Mukherjea, Founder of Marcellus Investment Managers, about why he believes Indian exports are at the beginning of a purple patc…
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Show notes
Like our philosophy? Invest with us:https://invest.marcellus.in/auth?utm_...Exports are up 17%, so why does almost no investor own an Indian manufacturer?In this episode of Coffee & Investing, Nandita Rajhansa speaks with Saurabh Mukherjea, Founder of Marcellus Investment Managers, about why he believes Indian exports are at the beginning of a purple patch.For years, investors have been rewarded for being cynical about Indian manufacturing. Manufacturing has shrunk from 17% of the economy in 201
Themes
- investing