Tayo Rolls is doing very well and probably has a great future

Tayo Rolls Limited, a subsidiary of Tata Steel, formerly known as Tata-Yodogawa, is an interesting micro-cap stock to watch. It has consistently beaten the micro-cap index for the past three months. The reason is simple – the booming steel industry. Tayo is an equipment supplier to steel plants; it makes cast rolls, forged rolls...

Growth matters. But so does capital expenditure and return on capital, says Shreedhar Kanetkar

Work brought Panda Babu from Kolkata to Pune recently. Babu, 34, was so pleased with the facilities his employer offered that he invited his family to join him. He now lives conveniently close to work. His five-year-old daughter goes to school nearby. In the past six months, he has turned down...

Value funds have been doing badly of late. That is because in a growth environment, who cares for value? While they wait for re-rating, value funds suffer. Is there a way around this? Pick the better of the value funds and pick the better quality of stocks among them to create your own portfolio suggests Debashis Basu and Shailendra Lotlikar

Fund managers are smart stock-pickers with the...