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pmsmarcellus · 2 months
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In a shift since FY21, smaller Indian companies outpace top 20 listed ones in profit growth, attributed to India Stack, UPI, affordable credit, and social media. Despite stock market enthusiasm, the top 20's share in BSE 500 market cap is at a century-low of 35%.
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pmsmarcellus · 2 months
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https://marcellus.in/blogs/marcellus-portfolio-leads-indias-capex-change/
Marcellus portfolio companies outpace BSE500 in capex growth, signaling potential for rapid earnings and superior share price compounding amid slower private sector capex in India.
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pmsmarcellus · 2 months
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RBI data reveals urban Indian women surpass men in bank balances. Outperforming in education, empowered by internet access and financing, female entrepreneurship thrives, reshaping India's economic landscape.
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pmsmarcellus · 2 months
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Marcellus' Rising Giants: Nifty50-focused for outsized returns. Confidence in long-term prospects. Recent additions: Metro Brands, RHI Magnesita, Eicher Motors, Trent Ltd.
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pmsmarcellus · 3 months
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Marcellus' CCP portfolio closes 2023 with 16% returns, Kings of Capital favors HDFC and Kotak. Little Champs adds Everest, Control Print, Ami Organics, Shanthi Gears; Rising Giants welcomes SKF India.
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pmsmarcellus · 4 months
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India's evolving master narrative: A journey from post-independence challenges to global triumphs in finance, space, geopolitics, rescue missions, and technology-driven growth.
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pmsmarcellus · 4 months
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Marcellus' GCP marks its 1st anniversary with a 27% NET return. Strategically investing in global giants aligned with megatrends, reaffirming long-term success.
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pmsmarcellus · 4 months
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In 1992, Infosys transformed villages near Bengaluru into Electronic City, creating winners (tech firms) and losers (farmers, SMEs), shaping India today.
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pmsmarcellus · 4 months
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India's evolving master narrative: resilience, achievements, and confidence fueled by a secure society, effective policies, and digital public goods for prosperity.
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pmsmarcellus · 4 months
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Marcellus’ Little Champs Portfolio (LCP) seeks future BSE500 index entrants for potential outsized returns. Despite recent challenges, LCP remains optimistic, citing strategic reinvestment, undervaluation, and historical resilience for long-term success.
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pmsmarcellus · 4 months
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Read the update on Performance of Marcellus' Portfolio Management Services for the November month. Also, learn the changes that have been made to Kings of Capital and Little Champs.
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pmsmarcellus · 4 months
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RBI has raised weights from 100% to 150% on unsecured credit and NBFC credit in the banking system to curb systemic risk. Here is a performance update on Marcellus' Kings of Capital portfolio.
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pmsmarcellus · 4 months
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Click to read the 1st Year of Marcellus' Global Compounders Portfolio and review its success.
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pmsmarcellus · 5 months
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Read to know-how with the help of Infosys, two villages transformed themselves into what we today call, Electronic City and how it has created opportunities for many and boosted the Indian Economy.
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pmsmarcellus · 5 months
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Read Marcellus' latest short story and know how pollution will also be one of the reasons for your hair loss. Click here!
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pmsmarcellus · 5 months
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Read to know how AI has become mainstream because of the startup OpenAI, the forefront of Artificial Intelligence. Click to learn.
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pmsmarcellus · 5 months
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Find out more in our latest blog, who are the four economic thinkers who over a century ago identified the four questions that every Indian PM has had to wrestle with?
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