Source: Jeroen Blokland
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Chart: EMs Steady Fall
Source: Jeroen Blokland
Author: Raoji
Source: Quint
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Linkfest:05 July, 2018
Some stuff I am reading today morning:
Govt needs to sell stake of over 25,000 Cr by Aug 21 (Rediff)
In defense of Naren (Subramoney)
Why SEBI’s advice to ICICI Pru MF is troubling (Mobis)
Shriram Transport Finance tanks (BS)
Company Profile: Avendus Capital (Forbes)
What to do if you are holding Bitcoins in India (BQ)
Computation of tax on F&O trading (One Mint)
Your focus should be on risk, not reward (Fortune Financial)
Boring is good (Mullooly)
How markets work (Peter Lazaroff)
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Kwality Ltd: Intense Anti-Climax
Source: Exchange Filings of Kwality Ltd
Somehow am reminded of this Shakespeare quote:
It’s a tale
Told by an idiot, full of sound and fury,
Signifying nothing.
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Portfolio of India Whizdom Fund
This post is in continuation of my coat tailing series (see here)
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India Whizdom Fund is run by Kotak Private Equity to invest in publicly listed companies.
It’s holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| Orient Paper & Industries Ltd | ORIENTPPR | INDIA WHIZDOM FUND | 6.77 |
| Surya Roshni Ltd | SURYAROSNI | INDIA WHIZDOM FUND | 35.25 |
| V.S.T Tillers Tractors Ltd | VSTTILLERS | INDIA WHIZDOM FUND | 46.84 |
| CCL Products (India) Ltd | CCL | INDIA WHIZDOM FUND | 51.78 |