Sapana Bhavsar
Sapana has 15 years of experience in Human Resources. In her prior
stint with CRISIL, Sapana was leading the India HR Shared Services.
Sapana has 15 years of experience in Human Resources. In her prior stint with CRISIL, Sapana was leading the India HR Shared Services and was the Business HR for CRISIL’s Research division. Before CRISIL, Sapana was associated with Bank of America Merrill Lynch and has donned varied hats across the BAML entities.
Qualification: Sapana is a University Gold Medallist and has a Master’s degree in Labour Studies from Mumbai University.
Articles by team Marcellus
MeritorQ: CAPE Fear
In this newsletter, we look at current market valuation levels implied by the cyclically adjusted price to earnings ratio (CAPE). Going by past history, our analysis suggests that at current CAPE levels, Indian investors should be more cautious on forward-looking market returns. Irrespective of market valuation, we believe MeritorQ’s low-risk approach of picking profitable, low-debt […]
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Global Compounders Portfolio: Update on Favourable Policy/Regulatory Change
Marcellus’ Global Compounders Portfolio (GCP) strategically invests in 25-30 deeply moated global companies aligned with megatrends, fostering a consistent mid to high teens compounding of free cash flow/earnings. This portfolio is agnostic to market cap or sectors, and targets to deliver excess return through different periods in the cycle. As India catapults into the most […]
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Creative Destruction on an Epic Scale in India Inc
As per data from the Income Tax department, of all Indian companies that filed non-zero tax returns for FY22, only 17% saw growth in PAT in real terms over the preceding ten years. And these 17% accounted for 98% of corporate India’s PAT. Furthermore, data from the CMIE shows that the prospect of upward mobility (in terms […]
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