Categories
Links

Linkfest: December 07, 2017

Some stuff I am reading today morning:

Bitcoin breaches $13,000 (BS)

Market Correction: “When” not “If” (Calm Investor)

Interview with GMO’s Arjun Divecha (ET)

RBI is playing a role in bank recapitalization (Tamal)

Now’s the right time to buy steel stocks (BL)

Trouble mounts for Anil Ambani (Quint)

How to play commodities cycles (Bala)

The case of the bankerless bubble (TRB)

How to read financial news (Morgan Housel)

Beware the parade of annual stock marker forecasts (PragCap)

Categories
CoatTailing

Top 5 Holdings of Hiten Anantrai Sheth

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

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Hiten Anantrai Sheth is a well known investor in the Indian Equity markets.

His top 5 significant holdings as on 30 September,2017 as per stock exchanges is as given below:

Company Name Symbol Entity Value (In Crores)
Asahi India Glass Ltd ASAHIINDIA Hiten Anantrai Sheth 217.2
Finolex Industries Ltd FINPIPE Hiten Anantrai Sheth 95.4
The Hi-Tech Gears Ltd HITECHGEAR Hiten Anantrai Sheth 14.53
Rane Engine Valve Ltd RANEENGINE Hiten Anantrai Sheth 8.97
Bannari Amman Spinning Mills Ltd BASML Hiten Anantrai Sheth 6.24
Categories
Links

Linkfest: December 06, 2017

Some stuff I am reading today morning:

Future Supply Chain IPO opens today (Mint)

Poll fears cloud Gujarat PSU stocks (BL)

Cochin Shipyard expects 12% p.a growth (MC)

Interview with Vinati Saraf of Vinati Organics (ET)

Eight Mid-Cap Stock Picks of Ambit Capital (Quint)

Sleazy Business, Slick Operation (Amit)

Bitcoin Future-Another embarrassing position (Macro Tourist)

The parable of the seven fund managers (Market Fox)

When a 10% gain makes you feel like a loser (Jason)

Sohini Andani-The $3 Billion Fund Manager (Quint)

Categories
MegaTrends

Mega Trend: India’s Consumption of Value Added Dairy Products

Source: Edelweiss Report on Dairy Sector

Categories
Excerpts

Trains Vs Planes

Source: HSBC Report on India Aviation