Categories
Links

Weekend Mega Linkfest:July 12, 2013

Some off beat reads for the weekend:

Mumbai underworld:Open for business (Open)

The three women in Jagan Reddy’s life (Tehelka)

The Great Gas Scandal which benefits Reliance (Outlook)

BJP prepares to bet everything on Narendra Modi (Caravan)

Tata:We also make news (Newslaundry)

Amazon’s perfect timing for India (Forbes)

From coast to toast (VanityFair)

Even Goldman retreats from emerging markets (MarketWatch)

Someday your passwords will be replaced by a pill (Smithsonian)

Has the Arab spring failed? (Economist)

Americans are living longer but not better (Atlantic)

June 2013 Car Sales Analysis (TeamBHP)

Lootera-The Review (GreatBong)

The Egyptian Struggle and Beyond (TonyBlair)

Gambling and the Russian Mob (NYMag)

The Bin Laden Files (AlJazeera)

Where did the Hockey millions go? (Fortune)

Movie Review:Policegiri (VigilIdiot)

 

Categories
5Stocks CoatTailing

5 Stocks where LIC has been buying heavily the last quarter

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

5 Stocks where LIC has been buying heavily the last quarter are given below:

Symbol # of Shares on 30 June, 2013 % Shareholding on 30 June, 2013 # of Shares on 31 March, 2013 % Shareholding on 31 March, 2013 % in shareholding
AMBUJACEM 85929991 5.57 58775398 3.81 46.19%
BAJAJ-AUTO 12429007 4.3 10043324 3.47 23.92%
SBBJ 1555808 2.22 1346671 1.92 15.63%
CAIRN 172838526 9.05 150952015 7.9 14.56%
ACC 15598345 8.31 14042440 7.48 11.10%

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Categories
Sellside Research

Morgan Stanley India View:The Simplicity Premium

[gview file=”https://alphaideas.in/wp-content/uploads/2013/07/Connecting-The-Dots-July-2013.pdf”]

Categories
Links

Linkfest:July 12, 2013

Some stuff I am reading today morning:

Naresh Goyal keeps his nose ahead (ET)

The exit of the middle class (Mint)

A bull run reaches exhaustion point (BS)

Eddie Lampert’s Sears strategy is a disaster (BI)

Carl Icahn’s no brainer may require lots of brains (WSJ)

When hedge funds go online (Reuters)

Hedge Funds are for suckers (Bloomberg)

4 mistakes that make everyone a bad investor (Fool)

How Google saved its employees from Wall Street (TRB)

How clothers should fit (Clothesshouldfit)