Скачать или смотреть CAPEX cycle set to resume? | Saurabh Mukherjea to ET NOW

Markets at a record high - but where's the value? Saurabh Mukherjea of Marcellus Investment Managers speaks to ET NOW on spotting the stocks at the current level. He finds autos & auto ancillaries to be an exciting space; says he is looking to add few more names from speciality chemicals. He remains positive on good quality lenders & select stocks from the Pharma pack. So what stocks is Saurabh Mukherjea buying and why does he liken a portfolio to a full-course, find out here.

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