Author: Raoji

Categories
CoatTailing

Portfolio of Abu Dhabi Investment Authority in India

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

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Abu Dhabi Investment Authority is the investment arm of the Government of Abu Dhabi.

Their significant portfolio holdings as on 31 December,2014 as per stock exchanges is as given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Ashok Leyland Limited ASHOKLEY ABU DHABI INVESTMENT AUTHORITY – JHELUM 201412 29663007 1.04 190.73
Divi’s Laboratories Limited DIVISLAB ABU DHABI INVESTMENT AUTHORITY 201412 1469757 1.11 246.69
Dr. Reddy’s Laboratories Limited DRREDDY Abu Dhabi Investment Authority 201412 3626213 2.13 1214.64
Housing Development Finance Corporation Limited HDFC ABU DHABI INVESTMENT AUTHORITY – GULAB 201412 23532656 1.5 3035.95
Infosys Limited INFY ABU DHABI INVESTMENT AUTHORITY 201412 30319353 2.64 6715.89
Larsen & Toubro Limited LT Abu Dhabi Investment Authority 201412 10741853 1.16 1838.25
LIC Housing Finance Limited LICHSGFIN ABU DHABI INVESTMENT AUTHOR 201412 9297552 1.84 451.95
Piramal Enterprises Limited PEL Abu Dhabi Investment Authority 201412 1736606 1.01 145
Reliance Capital Limited RELCAPITAL Abu Dhabi Investment Authority 201409 2729813 1.11 129.95
Shriram Transport Finance Company Limited SRTRANSFIN Abu Dhabi Investment Authority – Gulab Jpmorgan Chase Bank N.A. 201412 2334259 1.03 255.71
Sun Pharmaceuticals Industries Limited SUNPHARMA Abu Dhabi Investment Authority – BAIHU 201412 24295901 1.17 2261.94
Categories
Video

Put idle cash to work

Source: MoneyKraft

Categories
Cartoon

The Wife Knows

Categories
Links

Linkfest:February 06,2015

Some stuff that I am reading today morning:

KBC 5 Crore winner goes broke (HT)

How rich Indians are investing in startups (ET)

Investors buy big into the HDFC Bank story (FE)

HDFC Sec Research Report:UPL (MyIris)

Travails of a trader (Prashant)

5 reasons you deserve to lose every penny in the stock market (BCLund)

Harvard tells Profs not to sleep with undergrads (Bloomberg)

Seth Klarman:What I’ve learnt from Warren Buffett (FT)

Why does Bill Gross have a financial advisor? (CommonSense)

Bill Clinton’s son-in-law blows up his fund on Greece (RT)

Categories
Excerpts

Word game with Paul Tudor Jones

Q: Let’s play a word association game. I’ll say a word and you say whatever comes to mind.

Q: Technical analysis

Paul Tudor Jones: Made well over half the money that I’ve made in my lifetime.

Q: Fundamental Analysis

Paul Tudor Jones: Made the rest.

Q: Are you better at one or the other?

Paul Tudor Jones: Probably technical analysis.

Q: Market efficiency

Paul Tudor Jones: No such thing.

Q: Long Term Capital Management

Paul Tudor Jones: Icarus.

Q: Black Monday

Paul Tudor Jones: It was like watching a natural disaster from the sidelines. I was intimately involved in that day, but the macro implications of what was happening overwhelmed any personal considerations that I had.

Q: Warren Buffet

Paul Tudor Jones: His aversion to paying taxes made him a great investor.

Q: Kids

Paul Tudor Jones: The most fun you’ll ever have.

Q: Environment

Paul Tudor Jones: The second most fun you’ll ever have.

Q: The Internet

Paul Tudor Jones: A wonderful delivery mechanism that’s overhyped.

Q: Day Traders

Paul Tudor Jones: 95% losers.

Q: Wall Street

Paul Tudor Jones: The last great frontier. I went there with nothing. You can go there with nothing and do whatever you want to do.

from Paul Tudor Jones Interview