MANAGER SPEAK: Chandresh Nigam, fund manager, Zurich India Tax Saver
What strategies could the fund follow to minimise possible losses inflicted by the war?
We are working on strategies to reduce the risks associated with an elongated war. An elongated war would increase currency risk, and therefore, we would move towards companies that are insulated from this risk. We would look and move towards companies whose fundamentals dictate that their financials would not be as badly hit by the war.
What is the reason for the large exposure to public sector banks? Wasn
