Defensive Sectors Continue to Struggle

Defensive sectors like FMCG, IT and Pharma don't seem to be affected by the trends that have spiked the markets

Tanking yields, Soaring Funds

The month of August saw the benchmark yield on sovereign and corporate bonds reaching their historic

Pidilite and Macmillan are my Favourites

"I like Pidilite and Macmillan because these businesses have good solid management with a proven track record and good pricing power" says Prashant Jain, Head of Investment, Zurich India Asset Management Company.

Our Investment Philosophy is a Mix of Styles

Vivek Reddy, CEO, Kothari Pioneer AMC believes that thinking independently rather than following the herd is what generates long-term superior returns

Slowing Economy is my Anxiety

Chandrashekhar Sathe, CEO, Kotak Mutual is concerned more about the economic slowdown in the Indian and the US markets, rather than the widespread fears of rolling settlement or badla ban and believes that market will soon take the systemic reforms in stride.

Funds go Gung-Ho on Moser Baer

With strong fundamentals, an impressive clientele and low cost of production, the company has caught fund managers' fancy