---------- Forwarded message ----------
From: Quants Partner <quants.partner@gmail.com>
Date: Tue, Aug 18, 2013 at 2:10 PM
Subject: What Fund Managers Bought: July 13
To:
What Fund Managers Bought: July 13
While analysing Indian Fund Managers activities for July-13 month, few interesting things came to our notice.
1. It seems there is consensus among FMs to exit / reduce from Hindustan Lever.
2. Similarly, JP Associates is disliked by almost all the Fund Managers.
3. Many AMCs find Hero Motocorp as promising "Buy", they are substituting this auto stock for other auto stocks.
4. There is unanimous substitution of Tata Motors by Tata Motors DVR.
5. Banks prospects are getting impacted by the policy decisions taken by the Government and RBI. As a result, few banks have even fallen by more than 50% in over past 3 months. With these facts in background, it would be interesting to note that Franklin Templeton and DSP Blackrock have taken equally opposite view on the fate of banking stocks. Where Franklin Templeton is finding banks cheap, DSP Blackrock is reducing banking stocks from its portfolio. Let us wait and watch, which AMC receives the pay-off of the decision.
6. One can also interpret that DSP is slightly negative on Power sector, which was until recently accepted to be next sunrise sector for Indian Economy.
7. Between Reliance AMC and SBI AMC, opposite view can be seen on Strides Acrolab, although a small stock to take a note of.
Click here for the details of Stock Bought & Sold by Top 8 AMC.
Thanks & Regards,
Quants Partner
Quants.Partner@yahoo.com Quants.Partner@hotmail.com Quants.Partner@gmail.com
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