The Economic Times

Marcellus cuts smallcap cash from 40% to 13%; here's where Pramod Gubbi is hunting for quality buys now

Marcellus Investment Managers is investing again after holding cash. The fund house sees the current market dip as a chance to buy quality stocks. They are cautious about a prolonged West Asia conflict impacting India's economy. However, they believe crises often present the best investment opportunities. Marcellus also analyzes HDFC Bank, seeing it as a long-term buy despite recent challenges.