Categories
Links

Weekend Mega Linkfest:November 14,2014

Some off beat reads for the weekend:

Indian Government:The full lotus (Economist)

Nehru’s son-in-law (Open)

The falsehoods of Rajdeep Sardesai (Newslaundry)

Luxurious hotels that prosperous travelers love the most (ForbesIndia)

Repeal 66A (MediaCrooks)

The Bonanza Bean:Coffee (NationalGeographic)

Just how inflated are parent’s opinions about their kids? (BusinessWeek)

A black entrepreneur in Silicon Valley (FastCompany)

The story of Tupperware (MentalFloss)

How one man went from homeless to CEO (Inc)

In Pictures:Poll affidavits of various politicians  (UnrealTimes)

Travelogue:Phuket (TeamBHP)

Dependable luxury cars for 10-15 Lakhs (TeamBHP)

The return of the Dollar (El Erian)

Mount Kailash:The mountain no one can climb (Sanskriti)

Categories
CoatTailing

Portfolio of GMO in India

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

GMO run by the legendary Jeremy Grantham is one of the largest fund managers in the world.

Their significant holdings in India as on 30 Sept,2014 as per Stock Exchanges is given below:

Symbol Entity # of Shares % Date End
ABAN GMO EMERGING MARETS 1299231 2.28 201409
ASHOKA GMO EMERGING DOMESTIC OPPORTUNITIES FUND 2358052 1.49 201409
CARERATING GMO EMERGING DOMESTIC OPPORTUNITIES FUND 519860 1.79 201409
CENTURYPLY GMO EMERGING DOMESTIC OPPORTUNITIES FUND 6612462 2.98 201409
GAYAPROJ GMO EMERGING DOMESTIC OPPORTUNITIES FUND 2159132 7.14 201409
HDIL GMO EMERGING MARKETS FUND 8012886 1.91 201409
JAIBALAJI GMO EMERGING MARKET FUND 2717500 3.68 201409
JINDALSAW GMO EMERGING DOMESTIC OPPORTUNITIES FUND 3334166 1.21 201409
JKIL GMO Emerging Domestic Oppoprtunites Fund 981648 3.05 201409
JKLAKSHMI GMO Emerging Domestic Opportunities Fund 1204806 1.02 201409
KIRIINDUS GMO Emerging Markets Fund 1125726 5.92 201409
REPCOHOME GMO EMERGING DOMESTIC OPPORTUNITIES FUND 719385 1.16 201409
TECHNO GMO EMERGING DOMESTIC OPPORTUNITIES FUND 1245980 2.18 201409
Categories
Video

Goldman Sachs:New oil order coming in 2015

Categories
Links

Linkfest:November 14,2014

Some stuff I am reading today morning:

Dolly Khanna:The star of the current bull run (ET)

Is it better to lease a car or to buy one? (Mint)

Gold is a lousy investment right now (FirstBiz)

Forex investors face 1 Billion $ loss as trade site vanishes (Bloomberg)

10 ideas to create passive income (JagoInvestor)

Larry Page:The most ambitious CEO in the Universe (Fortune)

Invest like a billionaire (Barrons)

A massive debt bubble waiting to be flattened (BillBonner)

What the stock market can teach you about your own personality (Guardian)

Can gold collapse to 700$/oz ? (Yahoo)

Categories
Chart

Chart:Liquidity is a better return predictor

Source:MicroCap Club
liquidity