Linkfest : 19 July, 2019

Some stuff I am reading today morning :

FPIs get no relief ( BS)

Poor internal audits at HDFC Bank ( Hemindra Hazari )

IL&FS Case : Ratings were doctored ( ET )

GGV Capital : Unicorn Factory ( Forbes )

Vodafone Idea to sell fibre assets ( Mint)

SME bad loan ratio remains high ( FE )

Stock Analysis : Quick Heal Technologies ( Dr Malik)

US Navy destroys Iranian drone ( CNBC)

The Paradigm Shift ( Ray Dalio)

The lure of the unsolvable problem ( Validea )

Weekend Mega Linkfest: 21 June, 2019

Some off beat reads for the weekend:

What really happened to Malaysia’s missing airplane (Atlantic)

Iran shot down a $ 220 Million Drone (Wired)

The full UN Report on the killing of Jamal Khashoggi (ME Eye)

Horror at Cognizant’s Facebook Site (Verge)

The silence of Black Slavery in the Arab World (Times of Israel)

Black People’s Land was stolen (NYTimes)

The early life of Kim Jong Un (New Yorker)

The History of providing drinking water to Chennai (Swarajya)

The Maharajah and the Well (BBC)

A solo back packer’s guide to Turkey (Team BHP)

Little known stories about the legendary Amrish Puri (BI)

On the Cricket World Cup (J Mathrubootham)

The world’s oldest vegetarian restaurant (BBC Travel)

Stay in the Game (Albert Bridge)

Dear Diary (Nisha Susan)

Top 5 Holdings of Steadview Capital

Steadview Capital is a well known FII known for its investments in the midcap space.

Its top 5 holdings in India as on 31 March, 2019 as per Stock Exchanges is given below:

Company NameNSE SymbolEntityValue (In Cr)
Bajaj Finance LimitedBAJFINANCESTEADVIEW CAPITAL MAURITIUS LIMITED2261.77
Page Industries LimitedPAGEINDSteadview Capital Mauritius Limited1344.57
Astral Poly Technik LimitedASTRALSTEADVIEW CAPITAL MAURITIUS LIMITED1337.67
Indiabulls Ventures LimitedIBVENTURESSteadview Capital Mauritius Limited1152.29
Havells India LimitedHAVELLSSteadview Capital Mauritius Limited818.44