Here are the most clicked items on Alpha Ideas This Week:
Small Caps Ka Ghar Wapsi (AI)
How Kesoram Industries screwed minority shareholders (MoneyLife)
P C Jeweller & it’s Bankers (AI)
Assume fraud until genius is proven (Amit Mantri)
Ashok Leyland: Famous Last Words (AI)
Mayhem in mid-caps continues (Mint)
What ails small and mid-cap stocks (BL)
Cherry Picking Fallen Angels (OB)
Contagion Fears in EMs (Akash Prakash)
Portfolio of Hitesh Doshi (AI)
Some off-beat reads for the weekend:
Everyone is smart except Trump (Spectator)
The ugly scandal that cancelled the Nobel Prize (Guardian)
Imran Khan : Sex, Drugs and Rock n Roll (Open)
Why Indian Academia is like the caste system (MC)
How to survive America’s Kill List (Rolling Stone)
Organised Crime in South East Asia (SCMP)
The Bhopal disaster is still unfolding (Atlantic)
Yadav Vs Yadav (Gossip Guru)
Amartya Sen is well past the ‘Sell By Date’ (Jaggi)
Travelogue: Bolivia (NatGeo)
Manmatha Nath Dutt: The Lost Hero (Outlook)
What’s going on with Elon Musk? (Time)
TV News fellows are all the same (J Mathrubootham)
Frugal Holidaying Tips (TeamBHP)
Remembering Neeraj (Wire)
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 |