Author: Raoji

Categories
Links

Linkfest: 13 September,2018

Wishing readers on the auspicious day of Ganesh Chaturthi

Some stuff I am reading today morning:

Govt approves 100% electrification of Railways by 2021-22 (Mint)

The stormy ICICI Bank AGM (MC)

Arun Jaitley thrashes Vijay Mallya’s claim (FE)

Bad news for those wanting to sell Infosys shares (Rediff)

Pink Dollar to boost India’s economy (BS)

Companies with lots of cash (Alpha Multiple)

Crypto’s 80% plunge (BQ)

Edgy investors are retreating from risky economies (NYTimes)

The 17th Century Bond that is still paying interest (Climateer)

Lessons from Lehman Brothers (Market Fox)

Categories
CoatTailing

Portfolio of Doric Capital 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

Doric Capital is a well known FPI which invests in small caps/mid caps

It’s significant portfolio holdings as on 30 June,2018 as per stock exchanges is as given below:

Company Name NSE Symbol Entity Value (In Crores)
Gujarat State Petronet Ltd GSPL DORIC ASIA PACIFIC SMALL CAP (MAURITIUS) LIMITED 126.38
Heritage Foods Ltd HERITGFOOD DORIC ASIA PACIFIC SMALL CAP (MAURITIUS) LIMITED 74.33
Max India MAXINDIA DORIC ASIA PACIFIC SMALL CAP (MAURITIUS) LIMITED 43.04
Categories
Plug

Shout Out: Naresh Katariya on Global Macros

Well known investor Naresh Katariya will be speaking on the Global Economic Cycle at the online investment conference Indian Investing Conclave this Saturday, 15 September 2018.

The event is FREE and open to everyone which makes it a bargain deal to watch/listen to an experienced practitioner from the comfort of your home.

Click HERE to register

Categories
Cartoon

Modi’s Folly

Categories
Links

Linkfest: 12 September, 2018

Some stuff I am reading today morning:

Supreme Court stays RBI’s Circular for power companies (Mint)

SEBI directs senior NSE officials to ‘stay out of action’ (BS)

Demat compulsory for unlisted public firms (BL)

Is fear creeping into the markets? (BQ)

Note to Parliamentary Committee on Bank NPAs (Raghuram Rajan)

The other Muthoot (Forbes)

Indian Aviation: Sinking (My DigitalFC)

Eveready Industries: Candy Crush (Fortune)

The Guinness IPO of 1886 (Medium)

Inspiring talk by Radhika Gupta, CEO of Edelweiss AMC (You Tube)