Some stuff I am reading today morning:
How Gurgaon was built (Mint)
Debt MFs turn attractive (BS)
Shome panel wants govt to tax you on cash withdrawal (FE)
The mother of all bull markets (Prashant)
What is lifestyle creep? (Subramoney)
Beat the average investor by not trying to beat the market (PragCap)
3 simple steps to improve cognitive performance (TraderFeed)
Russian for the exits (WSJ)
Once again, the gold narrative fails (BigPicture)
Central banks likely to stay easy in 2015 (Bloomberg)
Some stuff that I am reading today morning:
Is oil about to cause a global financial crisis? (Bloomberg)
Crude Oil prices could dip below 40$ a barrel (ET)
Lessons from oil’s Black Friday (MoneyBeat)
Foreign investors scramble for space in mid-caps (BS)
Amit Shah Vs Mamta Didi (Firstpost)
Bharat Bill Payment System-Now pay all your bills at one point (BasuNivesh)
Evergreen lessons from Buffett and Munger (IrrelevantInvestor)
Bad habits of unprofitable traders (BigPicture)
10 best Steve Jobs emails (CNNMoney)
The Litter Mafia and the extraneous noise (MediaCrooks)
This post is in continuation of my coat tailing series (see here)
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CX Partners headed by Ajay Relan is a prominent PE firm.Their significant listed portfolio holdings as on 30 Sept,2014 as per stock exchanges is as given below:
| Security Name | Enity Name | # of Shares | % | Symbol | Date End | Value in Crores |
| Karur Vysya Bank Limited | CX SECURITIES LIMITED | 2523052 | 2.09 | KARURVYSYA | 201409 | 131.3 |
| KPIT Technologies Limited | CX SECURITIES LIMITED | 6421411 | 3.28 | KPIT | 201409 | 108.14 |
| KPIT Technologies Limited | CX PARTNERS FUND 1 LIMITED | 5081357 | 2.6 | KPIT | 201409 | 85.57 |
| Natco Pharma Limited | CX SECURITIES LTD | 1700000 | 5.14 | NATCOPHARM | 201409 | 223.87 |
| The South Indian Bank Limited | CX SECURITIES LIMITED | 44868583 | 3.33 | SOUTHBANK | 201409 | 123.16 |