Author: Raoji
CLSA Themes for 2018
Portfolio of Seafarer Funds in India
This post is in continuation of my coat tailing series (see here)
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Seafarer Funds is an well known FII which invests in Emerging Markets.
It’s significant holdings as on 30 September,2017 as per stock exchanges is as given below:
Company Name | Symbol | Entity | Value (In Crores) |
Balkrishna Industries Ltd | BALKRISIND | SEAFARER OVERSEAS GROWTH AND INCOME FUND | 361.2 |
Cyient Ltd | CYIENT | SEAFARER OVERSEAS GROWTH AND INCOME FUND | 188.2 |
Sun Pharma Advanced Research Co Ltd | SPARC | SEAFARER OVERSEAS GROWTH | 403.6 |
Linkfest: January 02, 2018
Some stuff I am reading today morning:
Diversified random portfolio beats the benchmark (Nooresh)
Bandhan Bank files for IPO (Mint)
Interview with Arjun Divecha (ET)
New H1 B visa bill has IT industry worried (BS)
Chasing Stocks- 2018 (Bala)
The murky inconsistencies of Axis Hybrid Fund (MF Critic)
Presentation: Momentum Investing (Mystic Wealth)
Highest returns come in the beginning of bubbles (PAL)
Research: Market Timing, Sin a Little (Cliff Asness)
Upside Risk Management (Common Sense)
New Year Resolution
Last year, I had made a resolution to read at least one non-fiction book in a week.
I was able to meet my target not wholly or in full measure, but very substantially.
Was able to read 42 books…the book reviews can be found here
I intend to follow this resolution this year also…think it will broaden my horizons to read non-finance books also.