Categories
Quotes

Charlie Munger on General Motors

Source:Tren Griffin

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Categories
Links

Linkfest: May 17,2016

Some stuff I am reading today morning:

BSE’s IPO plans (Money Control)

Ajay Piramal to unlock shareholder value (Mint)

L&T may exit Mutual Fund business (BS)

10 Mistakes that can fetch you a tax notice (ET)

The inside story of Facebook’s biggest setback (Guardian)

Dream homes turn into nightmares for Pune flat buyers (IE)

Paul Singer on market timing (TRB)

The Looting Machines (Independent)

How did Ackman get married to his Valeant trade (MF)

Advice from Hedge Fund Manager Isaac Schwartz (WW)

Categories
Chart

Chart: PSU Banks continue to bleed

Source: Ravi

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Categories
CoatTailing

Portfolio of EuroPacific Growth Fund

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

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EuroPacific Growth Fund is one of the largest FII investors in the Indian markets.

Its significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
Grasim Industries Limited GRASIM EUROPACIFIC GROWTH FUND 201603 1727954 1.85 734.68
HDFC Bank Limited HDFCBANK Europacific Growth Fund 201603 98038464 4.77 11185.21
Housing Development Finance Corporation Limited HDFC EUROPACIFIC GROWTH FUND 201603 67066265 4.25 7819.93
ICICI Bank Limited ICICIBANK EUROPACIFIC GROWTH FUND 201603 1.3E+08 2.99 2945.67
Idea Cellular Limited IDEA Europacific Growth Fund 201603 78737011 2.19 894.06
Indiabulls Housing Finance Limited IBULHSGFIN EUROPACIFIC GROWTH FUND 201603 26207577 6.27 1876.72
Kotak Mahindra Bank Limited KOTAKBANK EUROPACIFIC GROWTH FUND 201603 90708514 4.94 6424.43
Mahindra & Mahindra Limited M&M EUROPACIFIC GROWTH FUND 201603 25190000 4.29 3306.82
Maruti Suzuki India Limited MARUTI EUROPACIFIC GROWTH FUND 201603 3500000 1.16 1346.19
Motherson Sumi Systems Limited MOTHERSUMI EUROPACIFIC GROWTH FUND 201603 20000000 1.51 526.7
Power Grid Corporation of India Limited POWERGRID EUROPACIFIC GROWTH FUND 201603 2.02E+08 3.86 2921.75
Reliance Communications Limited RCOM Europacific Growth Fund 201603 56198451 2.27 290.55
Reliance Industries Limited RELIANCE Europacific Growth Fund 201603 48470015 1.54 4741.09
Tech Mahindra Ltd TECHM Europacific Growth Fund 201603 61831716 6.39 3035.94
Categories
Links

Linkfest: May 16,2016

Some stuff I am reading today morning:

Rajan rate cuts nearing end (Bloomberg)

Decoding the bankruptcy law (Capital Mind)

Investors making money must pay taxes (Mint)

How IDBI Bank crumbled (Tamal)

Importance of defense (Prashanth)

Mutual Funds are making a mockery of disclosure (MFCritic)

How a new hedge fund strategy is corrupting Washington (HP)

How gold gets to $10,000/oz (Bill Bonner)

3 most important words in investing (PP)

3 ways to think about ‘Is it worth it?’ ( NYTimes)