Categories
Chart MegaTrends

Mega Trend: India’s EV Battery Market

Source: India’s Energy Storage Mission-Niti Aayog

Categories
Infographics

CLSA Themes for 2018

Source : Bloomberg Quint

 

Categories
CoatTailing

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
Categories
Links

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)

Categories
Personal

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.