Subscribe to our blogs and newsletters

Tell us about you







Subscribe and connect with Marcellus team to discuss investment optionsSubscribe for Marcellus' newsletters

Less than ₹ 10L₹ 10L to 50L₹ 50L to 2Cr.More than ₹ 2Cr.


YesNo


Thanks for sharing your details with Marcellus.

Something went wrong...

Your details were unfornutely not saved. Please click here to fill the form again

Editor's Picks

NEWSLETTER

Indian Banks Don’t Need More Regulation, They Need More Leverage

Indian banks are often criticized for maintaining higher net interest margins (NIMs) compared to their global peers. However, despite higher NIMs, Indian banks’ average RoE of 6.9% over the past decade lags the average RoE of G7 countries’ banks of 9.2%. More importantly, Indian banks have one of the lowest excess return (RoE less 10-year […]


READ MORE
NEWSLETTER

Portfolio performance and update on fundamentals - June 2025

Global Compounders Portfolio (GCP): June was a constructive month for the portfolio and the broader index. However, the portfolio underperformed the index by approximately 190 bps, as markets were led higher by a sharp rebound in a handful of large-cap semiconductor names—despite elevated valuations. In contrast, our more defensive holdings, including Waste Connections, Berkshire Hathaway, […]


READ MORE
BLOG

White Collar Jobs Growth & Wage Growth: Twin Drivers of India’s Slowdown

From Diwali 2023 onwards, Indian companies’ earnings growth has decelerated at a rapid rate. Underpinning this deceleration is a sharp conk-off in consumption growth, long the mainstay of the Indian economy. Key drivers of this consumption downturn are a sharp deceleration in white collar job creation alongside a reduction in real wages for white collar […]


READ MORE

2025 © | All rights reserved.

Privacy Policy | Terms and Conditions