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  • News From Press Fund managers look for earnings visibility, buy sector leaders

    Fund managers look for earnings visibility, buy sector leaders

    Source: The Economic Times Jan 16, 2019


    Leading fund houses have been cautious in their stock-picking strategies in December. In the absence of a clear earnings growth visibility, leading fund managers have clearly shown inclination to value stories across market capitalisation. These value stories are largely based on three key factors: favourable nature of the business model of a company, earningsenhancing impact of reversal of trend in a sector, and clear dominant position of a firm in its respective sector which gives it an edge o ..

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