Some stuff I am reading today morning:
No-confidence motion today (BS)
Chidambaram, NSE Chairman chargesheeted in Aircel-Maxis Case (MC)
Rupee ends at lifetime low (ET)
New strict H1-B visa rules (Mint)
Cherry picking fallen angels (OB)
Brokers Vs NSE (BL)
Donald Trump Vs US Fed (BQ)
Gold Bugs Vs Stock Market Bulls (Pension Partners)
The Charms of Magical Thinking (Common Sense)
Interview with the great Peter Bernstein (CNN)
This post is in continuation of my coat tailing series (see here)
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Dodge & Cox is a well respected FPI investing in the Indian Equity Markets.
It’s significant holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| Axis Bank Ltd | AXISBANK | DODGE AND COX INTERNATIONAL STOCK FUND | 4290.32 |
| ICICI Bank Ltd | ICICIBANK | DODGE AND COX INTERNATIONAL STOCK FUND | 10228 |
Reminds me of the old Wall Street Saw “All hat and no cattle”
Source: DRHP Filings of Affle (India) Ltd
Some stuff I am reading today morning:
No-Confidence Motion on Friday (ET)
Mayhem in mid-caps continues (Mint)
IPO Review: TCNS Clothing (Finception)
Interview with Kumarmangalam Birla (MC)
Interview with Milind Barve, HDFC AMC (BL)
India’s dirty secret is oil market’s headache (BQ)
How Microsoft evolved under Satya Nadella (CNBC)
The World Cup and Investing (Oakmark Funds)
Yield curve indicates recession ahead (Climateer)
A quick primer on 5G (Dani Town)
