Fwd: Today's Exclusives - Have mutual funds missed one of the biggest and obvious trends?

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From: Moneylife <noreply@moneylife.in>
Date: Tue, Jul 12, 2011 at 8:33 PM
Subject: Today's Exclusives - Have mutual funds missed one of the biggest and obvious trends?
To: palashbiswaskl@gmail.com

 

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12 July 2011   Moneylife Exclusive Have mutual funds missed one of the biggest and obvious trends? Moneylife Digital Team FMCG stocks have recorded a huge rally not just over the past six months but over a whole decade. And yet, there are just three FMCG schemes while there are 23 infrastructure sector schemes (which have delivered 'average' to 'poor' returns) and 11 gold ETF schemes!   Exclusive Column     Intex: Good marketing offer wasted Anil Thakraney The stories feel very incomplete. If Intex didn't have the budget for long duration ads, the exercise should have been approached very differently. Right now, it's neither here nor there?       Other ML Exclusives   Collective Investment Schemes: How gullible investors continue to lose money The legal haze and the muddle of regulations have ensured that it is not clear which regulator will supervise Collective Investment Schemes. Deposits come under the RBI's purview, and CIS is under SEBI's purview. The investor has to bear the brunt ... ................................................................................................................................................ Daily Market Report: Nifty, Sensex bounce on the cards Nifty may stage a rally till 5,600, but this may be short-lived ... ................................................................................................................................................ Warning signs of the deepening Euro zone crisis have been inexplainably ignored Global markets slide on fears of debt default spreading to Italy, Spain; warning signals were available some months ago... ................................................................................................................................................ Fortnightly Market View: Signal Yellow? Time to be cautiously optimistic... ................................................................................................................................................ Proper implementation of Section 4 of RTI Act a must, says consultant to government Narayan Varma addresses fourth Moneylife Foundation seminar on the Right to Information Act, saying people must build pressure so public authorities voluntarily disseminate imformation... ................................................................................................................................................ Infosys Q1 net up 15.72% y-o-y to Rs1,722 crore; stock slips over 5% Wage hikes and intense competition from rivals puts pressure on quarterly performance of country's number two software services exporter... ................................................................................................................................................ Prime minister makes minor changes in much-awaited Cabinet reshuffle Dr Manmohan appoints eight new faces in his ministry, drops seven ministers, keeps key ministries unchanged... ................................................................................................................................................ Pharma firms expected to register mixed performance in Q1 Brokerages say that the pharma sector that has usually been one of the better performers, is under various pressures of cost and competition which are expected to affect margins... ................................................................................................................................................ Public activism: Cleansing the system Subhash Chandra Agrawal wields his pen like no one else can... ................................................................................................................................................ Titan HTSE: Twisted creative The TV commercial for a new range of 'High Tech Self Energised' watches appears like a crazy scientific experiment gone wrong... ................................................................................................................................................ Personal finance today Despite rebound, asset managers face challenges to building on growth, says BCG Kotak Mahindra MF floats 370 days fixed maturity plan Rubber Board launches group life insurance scheme for tappers IRDA proposes to ban TPAs for government health insurance schemes HDFC Life Insurance in top 50 best firms to work in India   At a Glance   - Poor show by manufacturing, mining drags IIP growth down to 5.6% in May - Cairn Energy completes sale of 10% stake in Cairn India to Vedanta for $1.36 billion - FM: Government will not elbow out private sector from borrowing funds - DGH, RIL reply to CAG issues on KG-D6 field   Corporate Wrap-up   - CRISIL launches Gilt Index - High newsprint prices may affect print media profits, says Fitch - NIIT Technologies wins contract from Eurostar Moneylife Columns     Open sesame: 2G treasure belongs to people R Vijayaraghavan When Kapil Sibal took over as telecom minister after the telecom scam broke, he made a stray statement that the licences would be cancelled and the process gone through afresh. Why have we not heard anything on that yet?     Should accidents be allowed to determine the fate of a transport project? Sudhir Badami Was there more to scuttling the Skybus Metro project than just the accident that followed many successful test runs? It would be a folly to suspend work on the ongoing monorail project which suffered an accident last week. Also, the government should reconsider its decision on the Skybus Metro...       Face 2 Face   "MediAngels aims to become a super-speciality medicine consultancy online" Dr Debraj Shome, who set up MediAngels along with his friend Dr Arbinder Singal, believes that super-speciality healthcare should be more widely available...   Editor's Pick   China will cool down But don't expect a hard landing. ...................................................................................................................................................... News Corp could face US bribery charges More trouble for Rupert Murdoch. ...................................................................................................................................................... The EU contagion spreads to Italy As bankers are exploring a bond buyback idea, Italy is being pummelled by investors. ...................................................................................................................................................... Guess which major currency is tanking? The pound is getting a pounding. It has fallen to its lowest level against the dollar since January. ...................................................................................................................................................... The American recession cut spending by $7,300/person The 18-month US recession that ended in June 2009 has so far cut spending by more than $7,300 per person, or about $175 a month. ...................................................................................................................................................... Cartoon of the week On 401(k) plans   Book Review   Over the wall Devarajan Mahadevan ''On China" is a seminal work that focuses on the interaction between Chinese and American leaders since the People's Republic of China was founded in 1949.   FROM the ARCHIVES   A train called hope: Almost all of India is on this track After taking a round-trip across the country, here is the key take-away: A number of our citizens are surviving on hope. Urban citizens should stop thinking that they decide things—ending this sequence of scams is the least we can do... ...................................................................................................................................................... Small things do matter a lot for the safety and convenience of pedestrians It requires only a little thought and a big desire to improve bad conditions and see the difference. Small things do matter. Good suggestions, backed by intelligent implementation can do wonders...   FORTHCOMING EVENT   Investor, Empower Yourself, for the first time in Bengaluru on 16th July Moneylife Foundation is holding a day-long seminar, "Investor, Empower Yourself", in Bengaluru, on Saturday, 16 July 2011. Admission is free, To register, please click here for details or message us at mail@mlfoundation.in, or call Shanti Jagadeesh at 080-41556012 (Time: 10 am to 6pm, Monday to Friday)...   To subscribe to this free newsletter log on to www.moneylife.in or email us at newsletter@moneylife.in To get FREE updates via sms click here.

 

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Palash Biswas
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