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Prasunjit Mukherjee Business Plans, Business Services, Consumer interest, Economic trends, Equity Schemes, General economics, Investing, Investment Styles, Mutual Fund Company, mutualfundsahihayeTags: , , , , ,

2026: WHAT THE YEAR HOLDS FOR US

2025 Played out pretty much as I had thought it would. Flatish for the equity markets across the capitalisation band except small caps and an unexpected rally in precious metals. But was there a silver lining? You bet!! Inspite of a lot of money going out of the markets via the foreigner investors r...
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Prasunjit Mukherjee budget, Business Plans, Business Services, Economic trends, General economicsTags: , , ,

The shame of the Rupee.

What is the one economic thingy that everyone talks about, apart from the budget. THE CURRENCY. And why is it so? Because it affects everyone and everything. The young bride’s parents who need to buy jewelry. The student in the fancy foreign college who needs to pay his fees. In a global currency!...
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Prasunjit Mukherjee Business Services, Consumer interest, Equity Schemes, Funding Trends, General economics, Investing, Investment Styles, Investments, mutualfundsahihayeTags: , , , ,

Sensex at 1,00,000:: Are we going into a sweet spot for investing?

Even as I pen my thoughts on the direction of the markets in the coming days after a year of flat performance, I see the markets are down sharply with the BSE SENSEX down by about 600 points and the NIFTY 50 by some 150. Essentially 83,500 in the level we are at currently. So […]...
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Prasunjit Mukherjee Consumer interest, Economic trends, General economics, Investing, society, UncategorizedTags: , , , , , ,

Durga Pujo. What an idea Sirjee!!!!!!

  When does faith make sense. So much sense that it appeals across generations. So much sense that it appeals across multiple religious dispensation. So much sense that it cuts across income groups. And it affects not only a state in the country but a very large swathe of it. It is not only a [...
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Prasunjit Mukherjee Business Services, Competitive Research, Consumer interest, Economic trends, Equity Schemes, General economics, Investment Styles, Investments, mutualfundsahihayeTags: , , , ,

TIME CORRECTION:: The surprise element that erodes value.

The brain cells tick a little slowly during the Durga Pujo time and for me it certainly does tick a lot slowly than others. Blame it on the atmosphere or the passage of time. But this morning I went through a podcast that made me think. Mr. Aashish Somaiya the MD of Whiteoak Capital Asset […]...
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Prasunjit Mukherjee Bihar, Business Plans, Business Services, Consumer interest, Equity Schemes, Finance & Accounting, society, UTITags: , , , , ,

When responsibility exceeds duty, magic happens.

What can ₹2,000 really do for assuring the future newborn girl in a poor family? At first glance, not much. But in Bihar, that modest sum is being transformed into a tool of empowerment through one of the finest synergies between the state, a fund house and a deprived beneficiary – the Mukhi...
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Prasunjit Mukherjee Business Plans, Competitive Research, Consumer interest, Economic trends, Finance & Accounting, General economics, global finance, InvestingTags: , , , , ,

Can Crude be at 30-35 USD per barrel

India’s biggest agony – or so we learn from the numerous media mentions – is OIL. Specifically crude. Every time a small war or a big skirmish takes place, near or far, the mandarins at the various government departments shake in their designer socks and pass on the nerves to us, via the vario...
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Prasunjit Mukherjee Consumer interest, Economic trends, Equity Schemes, Finance & Accounting, Investing, Investment Styles, Investments, mutualfundsahihaye, QualityTags: , , , , , ,

Factor Investing: Now what is this new “thing”?

I remember when I started out in my career in fund management and my company, a joint venture between two giants, one global and one Indian, had a large number of very smart people coming in from mainly the mother lode – America.  Along with them, there was a trim set from Singapore. No matter [&...
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Prasunjit Mukherjee Business Plans, Competitive Research, Consumer interest, Economic trends, General economics, global finance, Investment Styles, mutualfundsahihaye, reciprocal tariffsTags: , , , , , , ,

These issues make me nervous

I received quite a few WhatsApp messages on the direction of the market and the best markers there are. While the yield graph explanation was the most plausible and rational (and one that I am aware of), there were quite a few that were wacky but enticing. One was a very adult themed diagnostic mech...
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Prasunjit Mukherjee budget, Business Plans, Competitive Research, Consumer interest, Economic trends, General economics, global finance, Investment Styles, Investments, Mutual Fund Company, mutualfundsahihaye, reciprocal tariffs, TariffsTags: , , , , , , ,

Blunderiff by Trump

Liberation!!!! The word has more than a hint of romance. More than a whiff of history. More than a seed for literature. For a country that got independent in 1776, having a liberation moment and announced with all bells and whistles, 250 years after is definitely less American and more Confucian. An...
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