Exports Up 17% Yet Investors Are Still Cynical? Saurabh Mukherjea x Nandita Rajhansa

Podcast: Coffee and Investing with Saurabh Mukherjea · Marcellus Investment Managers

Opublikowano: 2026-09-26

Like our philosophy? Invest with us: https://invest.marcellus.in/auth?utm_... Exports are up 17%, so why does almost no investor own an Indian manufacturer? In this episode of Coffee & Investing, Nandita Rajhansa speaks with Saurabh Mukherjea, Founder of Marcellus Investment Managers, about why he believes Indian exports are at the beginning of a purple patch. For years, investors have been rewarded for being cynical about Indian manufacturing. Manufacturing has shrunk from 17% of the economy in 2010 to 12.5% today, India’s share of global merchandise trade remains just 2%, and FY26 merchandise export growth wa...