Portfolio of Ashish Dhawan

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

Ashish Dhawan is a well known investor, entrepreneur and philanthropist…probably best known for his role as Sr.Managing Director at ChrysCapital.

His personal portfolio (as from stock exchanges websites) is given below:

Company Name # of shares %
Ballarpur Inds. 8075590 1.34
Kajaria Ceramics 1025199 1.39
EMCO 1050000 1.7
JB Chem & Pharma 7861262 9.28

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Linkfest:Nov 26, 2012

Some stuff I am reading today morning:

Is Manohar Joshi running scared over Kohinoor land ? (DNA)

Indian IT companies discard small clients (ET)

India’s social time bomb is ticking (Mint)

SEBI unwilling to reveal entities involved in Reliance insider trading case (BS)

Hindustan Copper disinvestment by GOI (Gaurav)

The true implications of being short gamma (Zikomo)

Marc Faber: 44 charts that show why the world is doomed (BusinessInsider)

New trading case casts a deeper shadow on hedge fund mogul (CNBC)

Global trend indicators (BigPicture)

Taleb’s twitter war with FT (FTAlphaville)

Non, je ne regrette rien

A lovely French song with great lyrics

Non, je ne regrette rien

No, I have no regrets

 

Non, rien de rien
Non, je ne regrette rien
Ni le bien qu’on m’a fait
Ni le mal; tout ça m’est bien égal !

 

No, nothing at all
No, I have no regrets
Neither the good that made me
Nor evil, all that I care!

 

Non, rien de rien
Non, je ne regrette rien
C’est payé, balayé, oublié
Je me fous du passé !

 

No, nothing at all

No, I have no regrets
It is paid, swept away, forgotten
I care about the past!

 

Avec mes souvenirs
J’ai allumé le feu
Mes chagrins, mes plaisirs
Je n’ai plus besoin d’eux !

            With my memories
            I lit the fire

My sorrows, my pleasures
I no longer need them!

 

Balayées les amours
Et tous leurs trémolos
Balayés pour toujours
Je repars à zéro
Swept the loves
And all their tremors
Swept away forever
I start from scratch

 

Non, rien de rien
Non, je ne regrette rien
Ni le bien qu’on m’a fait
Ni le mal; tout ça m’est bien égal !

 

No, nothing at all
No, I have no regrets
Neither the good that made me
Nor evil, all that I care!

 

Non, rien de rien
Non, je ne regrette rien
Car ma vie, car mes joies
Aujourd’hui, ça commence avec toi

 

No, nothing at all
No, I have no regrets
Because my life, because my joys
Today, that begins with you

 

 

 

Book Review:Breakout Nations


This post is in continuation of my book review series (see here).

Breakout Nations is written by Ruchir Sharma who is the Head of Emerging Markets, Equity at Morgan Stanley.

The book covers various emerging and frontier economies including China, Brazil,India,Russia,Korea,Mexico, Turkey etc

What I love about the book is that the author gives a historical context to the situation, explains whats going on currently and tells of the possible outcomes for the future.

The book is full of anecdotes and earthy wisdom.One phrase is “Locals are the first to know” i.e. locals know better than foreigners about the local markets/situations etc.

Considering the contrast in the Indian markets right now-local investors are selling and getting out of equity while foreign money is pouring money into the equity markets; “Locals are the first to know” indicates which side of the market will eventually win !!

I would strongly recommend this book to investors with a macro bent of mind.