Author: Raoji

Categories
Links

Linkfest: February 15,2017

Some stuff I am reading today morning:

SEBI questions NSDL -Alpha Ideas had a minor role (MoneyLife)

Sasikala Convicted (BS)

FIIs go on a shopping spree (BL)

Small Savings schemes are better than FDs now (ET)

Is bubble risk elevated for US stocks? (Capital Spectator)

DSP Blackrock stops fresh inflows in Micro-Cap Fund (Quint)

3 signs that tell you to sell a Mutual Fund (Mint)

How Deepak Shahdadpuri’s unlikely bets paid off (Forbes)

Thoughts on buying vacation properties (Financial Samurai)

Maybe your customer is not trying to save money (Seth Godin)

Categories
Chart

Chart: Great Example of Nobody Knows Nuthing

Amazing how the two overriding beliefs of the Fed hiking rates and a Donald Trump presidency being hurtful for emerging markets has led us to a 9-year low in emerging market high yield credit spreads.–from Pension Partners

Categories
Cement Sellside Research

The Curious Case of the Indian Cement Sector

Hat Tip: Nooresh

Source: Kotak Research

Categories
CoatTailing

Top 5 Holdings of Nalanda in India

This post is in continuation of my coat tailing series (see here)

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Nalanda is one of the most respected PE investors in India.

It’s top 5 holdings in India as on 31 December,2016 as per Stock Exchanges is given below:

Company NSE/BSE Symbol Entity # of Shares % Value (In Crores)
Page Industries Limited PAGEIND NALANDA INDIA FUND LIMITED 1110735 9.96 1827.48
Havells India Limited HAVELLS Nalanda India Equity Fund Limited 33044930 5.29 1345.26
Berger Paints (I) Limited BERGEPAINT Nalanda India Fund Ltd. 50749406 5.23 1306.29
AIA Engineering Limited AIAENG Nalanda India Equity Fund Limited 9127809 9.68 1180.04
Supreme Industries Limited SUPREMEIND NALANDA INDIA FUND LIMITED 8176502 6.44 738.3
Categories
Links

Linkfest: February 14,2017

Some stuff I am reading today morning:

Kolkata-City of launderers (ET)

GVK wins bids to rights of Navi Mumbai airport (Mint)

India’s Coal Giant risks burning investors (Bloomberg)

Top 5 Infra Mutual Funds (My Investment Ideas)

Behavioral Bias: The curse of knowledge (Subramoney)

Treat your builder like a stray dog ! (Ravi)

Sell Everything. Ya Right ! (Howard Lindzon)

Am I the only one nervous? (Pension Partners)

How to overcome Money Addiction (Financial Samurai)

The stock that changed my life (Michael)