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Marcellus Portfolio Updates & Insights - June 2026

  marcellus.in From Our CIO’s Desk What Goes into the Making of a Data Center? Two global headlines have dominated the financial landscape in recent times: Alphabet is executing a record-breaking $85 billion equity raise to fund its AI infrastructure and global compute footprint. SpaceX is setting the stage for the largest IPO ever recorded, […]


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  marcellus.in From Our CIO’s Desk The Case for Multi-Asset Diversification in Volatile Times The ongoing Middle East conflict is a stark reminder that global economies react differently to the same shock. In my recent conversation with Manish Hemnani, we explored why the “old rules” of domestic-only investing must evolve to preserve wealth in this […]


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Accustomed to seeing current account deficits, India will now have to get used to capital account deficits as well, as Indian promoters rush to invest abroad. This unique twin deficit problem will not only create sustained pressure on the INR, but it will also expose Indian retail investors, who ploughed over $100bn in the post-Covid […]


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