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'If India-US Trade Deal Kicks In, Diversify Away From India': Saurabh Mukherjea's BIG Warning For Investors

  • Saurabh Mukherjea of Marcellus Investment Managers advises diversifying away from Indian markets if the India-US trade deal materializes.
  • Mukherjea warns of the Indian market being expensive and the economy slowing down, suggesting risks are heightened in the domestic space.
  • He recommends investing in American and European midcaps over large caps post the trade deal, emphasizing the attractiveness of US small caps compared to Indian small caps.
  • The India-US trade deal's potential impact on markets and the need for portfolio diversification are key points discussed by Mukherjea in light of current market conditions.

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