Categories
Links

Linkfest: Sept 01, 2017

Some stuff I am reading today morning:

Aditya Birla Capital to list today (Quint)

India’s GDP growth rate to rapidly pick up (Mint)

Modi’s plans for a Cash-Mukt Bharat (ET)

SEBI’s P-Note Ban turns boon for Dubai Stock Exchange (BL)

Of Monopolies and Yields (Amit)

Annual Report Review: Avenue Supermarts (Safal Niveshak)

3 Founder Traits that help score Series As (Semil Shah)

What you know Vs What you do (Seth Godin)

Did Buffett kill value investing ? (Irrelevant Investor)

The Dash (-) is what’s important (Tony)

Categories
Humor Music

The Infosys Song

“Sanson Ki Mala Pe” is a beautiful bhajan written by Sant Mirabai for her beloved,Lord Krishna

An unforgettable rendition of this bhajan was done by Nusrat Fateh Ali Khan as can be heard here:

Some of the lyrics bear uncanny similarities to the Infosys saga…

Sanson Ki Mala Pe

Simroon Main Murthy Ka Naam

 

Clients Ki Mann Ki Main Janoo

Aur Murthy Ke Mann Ki Ram

Sanson Ki Mala Pe

Simroon Main Murthy Ka Naam

 

Founders Meri Bandagi Hai

Founders Meri Pooja

Sanson Ki Mala Pe

Simroon Main Murthy Ka Naam

 

Murthy Ke Raang Mein Aisi Doobi

Ban Gaya Ek Hi Roop

Sanson Ki Mala Pe

Simroon Main Murthy Ka Naam

 

Corp Governance Ki Mala Japte Japte

Aap Bani Main Shaam

Sanson Ki Mala Pe

Simroon Main Murthy Ka Naam

 

Murthy Ka Kuch Dosh Nahi Hai

Woh To Hai Nirdosh

Sanson Ki Mala Pe

Simroon Main Murthy Ka Naam

 

Corp Governance Ki Batein Karke

Ho Gayee Main Badnaam

Sanson Ki Mala Pe

Simroon Main Murthy Ka Naam

 

Murthy Ki Nazron Se Girr Karr

Jeena Hai Kis Kaam

Sanson Ki Mala Pe

Simroon Main Murthy Ka Naam

 

 

Categories
CoatTailing

Top 5 Holdings of Govt. Pension Global in India

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Govt Pension Global, the investment arm of the Govt of Norway, is one of the largest investors in the Indian Equity markets.

It’s top 5 Holdings as on 30 June,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
Bajaj Auto Limited BAJAJ-AUTO GOVERNMENT PENSION FUND GLOBAL 1307.92
Hero MotoCorp Limited HEROMOTOCO GOVERNMENT PENSION FUND GLOBAL 982.72
UPL Limited UPL Government Pension Fund Global 961.54
Havells India Limited HAVELLS Government Pension Fund Global 858.65
GAIL (India) Limited GAIL GOVERNMENT PENSION FUND GLOBAL 808.3
Categories
MegaTrends

Mega Trend: The rise and rise of Private Banks

Source: Motilal Oswal Research

Categories
Links

Linkfest: August 31, 2017

Some stuff I am reading today morning:

RBI report on demonetization (FE)

Indian techies are minting a fortune in Bitcoins (ET)

Fertilizer smugglers have now become jobless (Quint)

The inherent challenges of joint ventures in India (Mint)

Amazon : Pampering with Prime (Forbes India)

An amazing lesson from Warren Buffett (TRB)

Thoughts on “Buy Low, Sell High” (Market Fox)

How to value crypto assets (A VC)

The two parts of bubbles (Zero Hedge)

How an angry man revolutionized the Sushi Industry (Bloomberg)