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CoatTailing

Portfolio of Causeway Capital in India

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

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Causeway Capital is a well known FII in the Indian Equity Markets

It’s significant holdings in India in the listed space as on 30 June,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
Housing Development & Infratructure Ltd HDIL CAUSEWAY EMERGING MARKETS FUND 201606 9861314 2.35 84.81
Sintex Industries Ltd SINTEX Causeway Emerging Markets Fund 201606 7349547 1.65 61.00
Categories
Quotes

Why Bollywood is like Dalal Street

recite-1vcq2bv

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Cartoon

The End is Nigh

doom

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Links

Linkfest: September 19,2016

Some stuff I am reading today morning:

ICICI Pru Life IPO opens today (BL)

Its a freeway for new private banks in India (Mint)

Telecom auction will separate men from the boys (ET)

Rupee forecasts jump (Quint)

Travails of a Trend Follower (Prashanth)

The Ultimate Strategy (Prashanth)

Inside every HDFC, a Satyam is dormant (Bala)

Change of strategy by Porinju Veliyath (RJ)

Naming Mutual Fund Schemes (MFCritic)

EBITDA: Sniffing out the truth (Investing Caffeine)

Categories
Links

Weekend Mega Linkfest: September 16,2016

Some off beat reads for the weekend:

US Presidential Elections: Reality turned inside out (Scott Adams)

The sacred Cow: An epic stature (Bibek Debroy)

The real story behind RCom-Aircel Merger (Jaggi)

Two unexpected phone calls in China (Meryl)

The atheist and the saint (Hindu)

Khan Devta : The Muslim God in Bastar’s Hindu Pantheon (NL)

Welcome to the Dark Net (Vanity Fair)

The free time paradox in America (Atlantic)

It’s tough being over 40 in Silicon Valley (BusinessWeek)

Why Pakistan’s market beats India’s and China’s (Forbes)

Why does the US give so much money to Israel? (Atlantic)

Auto Talk: Mitsubishi Pajero SFX (Team BHP)

Startup Story: Asset Vault (YS)

How a Chennai beggar became a Wales Engineer (BI)

Food Talk: Biryani is not Pulao (HP)