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CoatTailing

Portfolio of Government Pension Fund Global in India

This post is in continuation of my coat tailing series (see here)

Government Pension Fund Global is a sovereign fund run by the Govt of Norway to support long term management of its petroleum revenue.

It has extensive holdings in India as can be seen by the table below (data as on 31 March,2013 as per stock exchanges websites)

Company Name # of Shares %
Arvind 11056037 4.28
Blue Dart Express 287000 1.21
Bombay Dyeing Mfg. 8376745 4.06
Gateway Distriparks 3674019 3.39
Glenmark Pharma 2844796 1.05
GMDC 5599549 1.76
Godrej Industries 6922864 2.07
Godrej Properties Ltd. 885365 1.13
HPCL 3685058 1.09
Indian Hotel 35324214 4.37
ING Vysya Bank 2527208 1.63
Jain Irrigation Sys 10695366 2.46
Jubilant LifeScience 1629414 1.02
Lupin 4721864 1.06
NCC 2598965 1.01
NIIT 4893491 2.96
Praj Industries 2260393 1.27
Sadbhav Engineering 4493775 2.98
SRF 1006000 1.75
Tata Chemicals 12554297 4.93
Tata Communications 4356947 1.53
Tata Global Beverage 8976940 1.45
Tube Investments 2002722 1.07
Unitech 33543938 1.28
Voltas 15312143 4.63
Zee Entertainment 19452062 2.04

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Links

Weekend mega linkfest:April 27, 2012

Some interesting off beat reads for the weekend:

The truth behind China’s intrusion into Ladakh (UnrealTimes)

Vehicle Fires:How to handle them (TeamBHP)

Travelogue:Unknown Kumaon (Ghumakkar)

11 of Mumbai’s Most unusual street food snacks (MumbaiBoss)

How to recover money from the Samba’s and Gabbars of industry (Rodinhood)

Profile of Boston Bombing Brothers (BostonGlobe)

Did HSBC bank resort to illegitimate transactions to earn commissions? (Moneylife)

Watching a film in small town India (ForbesIndia)

Madhu Trehan interviews Shobana Bhartia (Newslaundry)

Yasin Bhatkal-India’s most wanted terrorist (Tehelka)

What families in Haryana do to have a son (Open)

Google search terms can predict the stock market (Smithsonian)

An ex-wife threatens Steve Wynn’s casino empire (Businessweek)

Don’t do something, just sit there (Economist)

Chemical weapons and Assad’s game (NewYorker)

The limits of Stephen Schwarzman’s Scholarship Diplomacy (Atlantic)