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Video

Beginning of a good 10 year run for Indian Stocks

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CoatTailing

Portfolio of Genesis in India

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

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Genesis is a well known FII which invests in India via various entities.

Their significant portfolio holdings as on 31 December,2014 as per stock exchanges is as given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Ambuja Cements Limited AMBUJACEM GENESIS INDIAN INVESTMENT COMPANY LIMITED 201412 24559008 1.58 611.52
Axis Bank Limited AXISBANK GENESIS INDIAN INVESTMENT COMPANY LIMITED -GENERAL SUB FUND 201412 25223650 1.07 1424.51
Dabur India Limited DABUR GENESIS INDIAN INVESTMENT COMPANY LIMITED -GENERAL SUB FUND 201412 28074319 1.6 702.42
Kotak Mahindra Bank Limited KOTAKBANK GENESIS ASSET MANAGERS, LLP A/C THE GENESIS EMERGING MARKETS INVESTMENT COMPANY 201412 10801477 1.4 1498.87
Kotak Mahindra Bank Limited KOTAKBANK THE GENESIS GROUP TRUST FOR EMPLOYEE BENEFIT PLANS 201412 9611135 1.25 1333.69
Lupin Limited LUPIN GENESIS INDIAN INVESTMENT CO LTD 201412 12164612 2.71 1828.89
Pidilite Industries Limited PIDILITIND Genesis Indian Investment Company Ltd. – General Sub Fund 201412 39863145 7.78 2307.68
Sun Pharmaceutical Industries Limited Sun Pharma Genesis Indian Investment Company Ltd. – General Sub Fund 201412 48048089 2.32 4752
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Cartoon

The dog knows

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Links

Linkfest: February 19,2015

Some stuff I am reading today morning:

Deepak Parekh says ‘acche din’ has not arrived yet (Mint)

Defence stocks go all guns blazing (BS)

January Barometer (Prashant)

19 Company Fixed Deposits to choose from (Apna Plan)

SPA Research Report: Coal India (MyIris)

Do the markets have memories? (CommonSense)

Is Warren Buffett a closet technician? (Midnight Trader)

The Mobile Investor of the future (Medium)

The most important charts in the world (BI)

Anonymous Analysts are wreaking havoc in Asian markets (Bloomberg)

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Chart

Chart:Historical Pre and Post Budget Market Moves

Source:Prashant