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Fund manager who won on Greek stocks - Views on News from Equitymaster
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Fund manager who won on Greek stocks
Aug 18, 2015

Here is today's recommended reading list from Equitymaster...

Is the domestic steel industry in for more trouble?
Indian steel imports jumped 58% in the four months ended on 31st July as per the government data. The total exports from China expanded 27%, the highest ever for the period as reported by Bloomberg. Read this article to know more about the way ahead and the adverse effects of a devalued yuan on the domestic production of steel. (Livemint.com)

Will gas price reduction benefit the power sector?
The power companies using gas as fuel have faced the worst Plant Load Factors (PLF) in the recent times. The gas prices are set to reduce to $ 4.2 a unit from 1st October. Read this article to know the impact of low gas prices on gas producers as well as enterprise who consumes gas as a raw material such as power companies. (Livemint.com)

Are real estate developers compromising on quality?
The real estate developers are not able to sell expensive homes due to sluggish demand. This has forced them to use marketing strategy similar to what FMCG companies adopted in the late 1990s. Read this article to know more about the marketing strategy adopted by the developers and the changes in the buyer's preferences. (Financialexpress.com)

Fund manager who won on Greek stocks
The 45-year-old fund manager, who helps oversee 19.3 million euros ($21.5 million) at MetLife MFC, has managed money in Greece for almost half his life. His MetLife Alico M&S Domestic Equity Fund is the only one to gain among 35 focused on Greece, data compiled by Bloomberg. Read this article to know more about the value investing principles adopted by the fund manager. (Bloomberg.com)

Bhavita Nagrani

Bhavita Nagrani (Research Analyst) is a Chartered Financial Analyst (ICFAI) with nearly six years of experience in the field of equity research. She has a deep understanding of the global as well as the domestic Healthcare industry and keenly tracks the developments therein. When it comes to stock investing, she is a strong advocate of the bottom-up approach to stock picking and has a remarkable ability to discern nuances in the business models of companies belonging to the same industry. Bhavita is the contributor to our large cap franchise, StockSelect.

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