Some stuff I am reading today morning:
Real Estate Debt could be the next flash point (BS)
How rating agencies have let us down repeatedly (ET)
Stock Pick: Majesco (Mehul Bhatt)
Market Outlook- May 2019 (Navneet Munot)
Turnaround in Telecom Sector (BT)
On the Rooh Afza shortage (BT)
When you find great stocks, keep them a secret (Schloss)
How to avoid the traps of Lifestyle Creep (White Coat Investor)
More Sellers than Buyers (A VC)
Selling insurance to your sister (Seth Godin)
Cartica Capital is a well known FPI which specializes in Emerging Markets
Their significant portfolio holdings as on 31 March,2019 as per stock exchanges is as given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| Page Industries Limited | PAGEIND | Cartica Capital Ltd | 1291.41 |
| TVS Motor Company Limited | TVSMOTOR | CARTICA CAPITAL LTD | 1126.3 |
| RBL Bank Limited | RBLBANK | Cartica Capital Ltd | 1006.46 |
| Cholamandalam Investment and Finance Company Limited | CHOLAFIN | CARTICA CAPITAL LTD | 865.28 |
| Info Edge (India) Limited | NAUKRI | Cartica Capital Ltd | 264.11 |
Some stuff I am reading today morning:
Stocks are in a bear market ( Jeff Gundlach)
TCS set to become world’s 3rd largest IT services co (Mint)
Amrapali probe findings turn bizarre (ET)
Arcelor’s Essar Steel bid in trouble (Rediff)
16 companies with rising operating profits (BS)
Stock Pick: Star Cement (Jigar Shah)
The rise and rise of IPL League (Forbes)
Charlie Munger’s 7 Iron Laws (George Mack)
Investors should focus on Margins (AM)
YouTube TV (A VC)
