According to Saurabh Mukherjea, Founder of Marcellus Investment Managers, the Indian market is experiencing a good comeback due to addressing concerns, solid macro, and stock specific news flow. Mukherjea suggests Indian investors should look to clean, well-run companies for consistent compound returns. He also believes TCS and Infosys offer great investments as cloud migration is still in the early stages for western firms and big global companies still face issues with IT staff shortages. Additionally, there are still $10 billion worth of deals per quarter, and although IT has been volatile, it remains a sound investment.
