Source:Tren Griffin
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)
Chart: PSU Banks continue to bleed
Source: Ravi
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 |
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)