Categories
Wealth Management Explained
Categories
Linkfest:December 23,2014
Some stuff that I am reading today morning:
How investors should reboot strategy after spotting signs of trouble (ET)
Reforms key for Power Finance Corporation (Mint)
Azim Premji Trust picks up 1% stake in HDFC Life (BS)
15 Simple New Year Personal Finance Resolutions (BasuNivesh)
One of the worst arguments in finance (CommonSense)
Invest like George Costanza (Malice)
Two hidden virtues of successful traders (TraderFeed)
Oil Price Shock:Primary,Secondary and Collateral effects (Aswath Damodaran)
Ready for $20 oil ? (Bloomberg)
Stop trying too hard.You will never be Warren Buffett (Alpha Architect)
This post is in continuation of my coat tailing series (see here)
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Skagen Kon-Tiki Verdipapirfond is a well known FII which specializes in Emerging Markets
Their significant portfolio holdings as on 30 September,2014 as per stock exchanges is as given below:
| Symbol | Entity | # of Shares | % | Date End | Value in Crores |
| APOLLOTYRE | SKAGEN KON-TIKI VERDIPAPIRFOND | 20406475 | 4.01 | 201409 | 446.90 |
| BHARTIARTL | Skagen Kon-Tiki Verdipapirfond | 44368848 | 1.11 | 201409 | 1530.72 |
| TATAGLOBAL | Skagen Kon-Tiki Verdipapirfond | 12304260 | 1.99 | 201409 | 180.87 |
| TATAMTRDVR | SKAGEN GLOBAL VERDIPAPIRFOND | 8226456 | 1.71 | 201409 | 270.65 |
| TECHM | SKAGEN KON-TIKI VERDIPAPIRFOND+ | 2529440 | 1.07 | 201409 | 647.03 |
| UPL | SKAGEN KON-TIKI VERDIPAPIRFOND | 10294488 | 2.4 | 201409 | 337.65 |
Categories
Emerging Markets Outlook for 2015
Categories
Linkfest:December 22,2014
Some stuff I am reading today morning:
FIIs expected to rush back in early 2015 (ET)
Three profound transformations in rural India (Mint)
Marico:Back to basics (BS)
Nifty Valuation Analyzer (FreeFinCal)
Converting black money into white in the stock market (CapitalMind)
Gold survives against all odds (BL)
Strategies can beat the market,you can’t (Irrelevant Investor)
For investors,its a perfect time to go back to the basics (WP)
Hedge funds rip off investors (Swedroe)
The promise of smart beta (ReseachAffiliates)