Markets◆ Mixed
From 27% to 2%: Marcellus learns to rebalance, diversify and buy dips
· LiveMint Markets
Saurabh Mukherjea expects the Nifty to deliver high-single-digit annual returns if valuations normalise, while quality stocks could generate 15-20% returns over the coming years.
The analysis
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- This is a market-wide development — its reach goes beyond any single stock.