Saurabh Mukherjea (Founder of Marcellus Investment Managers) has restructured his personal investment strategy, now maintaining a 50-50 split between Indian and global assets. This shift mirrors a growing trend among Indian investors seeking global diversification, particularly through Marcellus's GIFT City global offering, which has attracted steady inflows of around ₹600 crore despite market volatility. Mukherjea noted that domestic outflows from Marcellus's local products have stabilized after three years of decline, as investors reassess heavy investments in sectors like public sector undertakings and infrastructure, which are under pressure due to tightening government finances and rising oil prices. He has repositioned Marcellus's Consistent Compounder Portfolio (CCP) by reducing exposure to domestic consumption stocks and increasing investments in export-oriented firms, such as Divi's Laboratories. Additionally, Mukherjea is building a position in companies expected to benefit from rising non-performing assets (NPAs) in the Indian banking sector, signaling a proactive approach amid anticipated economic challenges. He plans to leverage any market rallies to further pivot towards export-oriented manufacturers, reflecting a strategic shift in investment focus.