Why the Next Decade Isn’t Just About India ft. Saurabh Mukherjea
The last two decades have seen Indian wealth growing in waves. The period from 2004 to 2014 was the era of real estate, while 2014 to 2024 was driven by Indian equities. However, we're experiencing a massive structural shift from 2024.
In this in-depth conversation, Saurabh Mukherjea (Founder & CIO, Marcellus Investment Managers) explains why the next decade (2024-2034) will be the era of global diversification. You will learn about the "Decadal Boom" theory, the impact of AI on the Indian economy, and how the affluent Indian family needs to think beyond India to grow and secure their wealth.
Building wealth isn’t about shortcuts — it’s about learning from people who’ve actually created it.
Wealth by MO brings you deep, meaningful conversations with India’s most influential wealth creators — founders, CEOs, fund managers, and domain leaders.
00:00 – Teaser: India vs Global Investing Debat
01:15 – Introduction: The Future of Global Investing
02:00 – The Decadal Shift: Real Estate vs Equities
03:10 – Two Drivers of Every Investment Cycle
04:00 – 1996 Crash: Lessons from Real Estate
05:00 – Rise of India’s Middle Class (IT + Banking)
06:00 – The 2014–2024 Equity Boom Explained
07:00 – Why Global Diversification is Inevitable
08:00 – Your Life is Already Dollar-Based
09:00 – The Dollar Problem: Why INR Falls Short
10:00 – Valuation Gap: Global vs Expensive Indian Markets
11:30 – India’s $1 Trillion Savings Story
12:45 – Where Will This Money Actually Go?
14:00 – Diversification: India vs US Correlation
15:30 – Global Boom: Defense, Power & AI Capex
17:30 – Beyond Tech: Real Drivers of Global Markets
19:00 – Inside a Global Portfolio (Sector Breakdown)
21:00 – Why Small & Mid Caps Matter Globally
22:30 – How to Start Investing Globally
24:00 – Tax Problems with Direct Global Investing
25:30 – GIFT City: The Smarter Route
27:00 – Beginner Strategy: Start with S&P 500
28:30 – Choosing Countries: Why India + US Win
30:00 – LRS Explained (How Indians Invest Abroad)
31:30 – OPI Route for HNIs & Corporates
33:00 – India vs US During Crises
34:30 – China Debate: Why It’s Avoided
36:00 – AI Disruption: Risk for India
38:00 – India’s Economic Pivot (Consumption → Manufacturing)
40:00 – Rupee Reality & Currency Shift
41:30 – Why US Markets Keep Winning
43:00 – How Much to Allocate Globally
44:30 – Final Takeaways
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