Here are the most clicked items on Alpha Ideas this week:
Shame on BSE (AI)
Mudar Patherya’s missing disclosure (AI)
Will history repeat in 2019 ? (AI)
HDB Financial: The Challenger to Bajaj Finance (AI)
When your Auditors are Jokers (AI)
Top Buys & Sells by MFs in June 2018 (AI)
Sirca Paints: A Lesson in Anchor Investing (AI)
P C Jeweler has a Time Machine (AI)
Annual Letter to Shareholders (Alpha Invesco)
Biyani made money for shareholders after all (The Unprofessor)
Some off beat reads for the weekend:
The staggering rise of India’s super rich (James Crabtree)
How Tata Nano took middle class India for a ride (DailyO)
The untold story of Syria’s Antifa Platoon (Rolling Stone)
Attack on Skull Island (GQ)
The endless reign of Rupert Murdoch (Monthly)
Poles apart (Guardian)
Inhuman Resources (HP)
Inside X (Wired)
Booming snake business of China (SCMP)
Piyush Goyal’s silent victory (Gossip Guru)
Fighting Section 377, stupidly (Abhijit Iyer-Mitra)
The Progressive Arts Group (Madras Courier)
We are a country of fools (J Mathrubootham)
When are you giving the good news? (Ramjaane)
‘Find your passion’ is awful advice (Atlantic)
Source: IDBI Capital Research
This post is in continuation of my coat tailing series (see here)
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India Equities Portfolio Fund is a sub-fund of RAMS Equities Portfolio Fund, which is run by Reliance Asset Management.
It’s significant holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| HSIL Ltd | HSIL | RAMS EQUITIES PORTFOLIO FUND-INDIA EQUITIES PORTFOLIO FUND | 34.21 |
| INOX Leisure Ltd | INOXLEISUR | RAMS EQUITIES PORTFOLIO FUND-INDIA EQUITIES PORTFOLIO FUND | 44.73 |
| Tejas Networks Ltd | TEJASNET | Rams Equities Portfolio Fund-India Equities Portfolio Fund | 34.27 |
Some stuff I am reading today morning:
Nifty scales 11,000 (MC)
The damning NCLT order against Cyrus Mistry (NCLT)
Malaysia’s IHH wins Fortis bid (ET)
Reliance Industries Market Cap crosses $100 Billion (BT)
The coveted business of Star India (Mint)
Jewellers find new way to launder smuggled gold (BS)
CavinKare’s new growth strategy (Rediff)
The lifecycle of greed and fear (Morgan Housel)
The Catch 22 about raising too much money (BI)
Trophy Board Members (A VC)