Aabhas Pandya

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

Equity Funds Hold on Despite Negatives

The markets emerged largely unscathed in May despite darts of negatives hitting the bull's eye. The BSE Sensex, ended the month with a net gain of 112 points or 3.2%, taking the equity funds along.

Dileep Madgavkar on his Strategy for Pru-ICICI Growth Fund.

"We primarily invests in companies with established business model, strong cash flow and use the DCF approach as an important valuation tool."

Jeremy Beswick, CEO Birla Sunlife AMC, on Birla Advantage Fund.

"It is our belief that pharmaceutical, technology and education sectors have potential to grow faster than the economy for a long period of time"

R.Sukumar talks about his Investment Strategy for Kothari Pioneer Internet Opportunities Fund.

I am positive on the prospects of good quality IT stocks. While their fundamentals have always been strong, the valuations of some of them were getting stretched, which will come down to actual levels