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It’s Global, Stupid !
Author: Raoji
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Pre IPO : Religare Health Insurance
Religare Health Insurance (RHI) is one of the leading Stand Alone Health Insurers (SAHI) in India
There are only 5 SAHIs in India and RHI is one of them. There is considerable PE interest in such companies as evidenced by the purchase of True North in Max Bupa and Westbridge in Star Health
The financials and other disclosures of RHI can be obtained from here
A very limited quantity of shares of Religare Health Insurance is on offer.
For those interested,please email me at Alpha Ideas.
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Linkfest: 15 May, 2019
Some stuff I am reading today morning:
Monsoon to hit Kerala on June 4 (BL)
On the Fraud Culture in India’s Generic Drugs Industry (Katherine Eban)
MSCI rejig (MC)
Jet sinks deep (ET)
NCLAT slams Ruias (BS)
Uber underwriters used ‘naked short’ tactic (CNBC)
Stock Pick: ICICI Bank (Vikas Khemani)
Deepika Padukone invests in Epigamia (Rediff)
What Game of Thrones teaches us about perspective (Morningstar)
RIP Indian handsets (Forbes)
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That time of the year…
When you look at Ghazals for inspiration
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Top 5 Holdings of Steadview Capital
Steadview Capital is a well known FII known for its investments in the midcap space.
Its top 5 holdings in India as on 31 March, 2019 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Cr) |
| Bajaj Finance Limited | BAJFINANCE | STEADVIEW CAPITAL MAURITIUS LIMITED | 2261.77 |
| Page Industries Limited | PAGEIND | Steadview Capital Mauritius Limited | 1344.57 |
| Astral Poly Technik Limited | ASTRAL | STEADVIEW CAPITAL MAURITIUS LIMITED | 1337.67 |
| Indiabulls Ventures Limited | IBVENTURES | Steadview Capital Mauritius Limited | 1152.29 |
| Havells India Limited | HAVELLS | Steadview Capital Mauritius Limited | 818.44 |