Author: Raoji

Portfolio of Anuj Anantrai Sheth

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

Anuj Anantrai Sheth is a well known investor in the Indian Equity markets.

His holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name	NSE Symbol	Entity	Value (In Crores)
Asahi India Glass Ltd	ASAHIINDIA	Anuj Anantrai Sheth	113.32
Bannari Amman Spinning Mills Ltd	BASML	Anuj Anantrai Sheth	15.68
Bannari Amman Sugars Ltd	BANARISUG	Anuj Anantrai Sheth	87.71
Finolex Industries Ltd	FINPIPE	Anuj Anantrai Sheth	208.34
Jamna Auto Industries Ltd	JAMNAAUTO	Anuj Anantrai Sheth	92.06
The Hi-Tech Gears Ltd	HITECHGEAR	Anuj Anantrai Sheth	34.42
Themis Medicare Ltd	THEMISMED	Anuj Anantrai Sheth	18.18

Links

Some stuff I am reading today morning:

NCLT ends Mistry challenge to Tata (Mint)

How the private sector has stalled India’s reforms (T Ninan)

Why road construction stocks are struggling (BL)

Baffling trades in ICICI Securities (MF Critic)

Interview with Ashwini Agarwal (ET)

3 Bucket framework to investing (Janav)

Lessons from Josh Wolfe (25IQ)

3 pieces of advice from John Bogle (Morningstar)

9 essential conditions to commit massive fraud (TRB)

Buffett cashes out on his puts (Zero Hedge)

Chart

Source: Motilal Oswal Research

Mudar Patherya runs the Communications firm Trisys which is well known for helping companies with the Annual Reports.

He also writes on the stock markets for Business Standard.

Today he wrote a piece on Rajratan Global Wires.

What was missing in the piece was an important disclosure… that Rajratan is a client for his company as can be seen from their latest annual report

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

Schroders is a well known asset management firm which invests in the global equity markets.

It’s holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name	NSE Symbol	Entity	Value (In Crores)
Apollo Hosptials Enterprise Ltd	APOLLOHOSP	Schroder International Selection Fund Asian Opportunities	259.6
Gujarat Pipavav Port Ltd	GPPL	SCHRODER ASIAPACIFIC FUND PLC	69.67
Gujarat Pipavav Port Ltd	GPPL	SCHRODER ASIAN ALPHA PLUS FUND	56.51
Gateway Distriparks Ltd	GDL	Schroder International Selection Fund Asian Small	22.63
Mahanagar Gas Ltd	MGL	Schroder International Selection Fund Emerging Asia	190.83
Sobha Ltd	SOBHA	Schroder International Selection Fund Emerging Asia	230.68
The Phoenix Mills Ltd	PHOENIXLTD	Schroder International Selection Fund Emerging Asia	130.41