AI, Jobs & Debt: Why Saurabh Mukherjea Is Cautious On Mid & Small-Caps | Business News | ET Now

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2026年07月16日
AI, Jobs & Debt: Why Saurabh Mukherjea Is Cautious On Mid & Small-Caps | Business News | ET Now

Are large-cap stocks set to outperform after years of lagging behind? Saurabh Mukherjea of Marcellus Investment Managers believes the tide may finally be turning. He cautions investors on mid- and small-caps, highlighting concerns around AI-driven disruption, India's employment landscape, and rising middle-class debt, while arguing that quality large-cap companies are poised for a stronger run. Watch his complete market outlook and investment strategy.

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