Categories
Links

Linkfest: Nov 07, 2017

Some stuff I am reading today morning:

HDFC Standard Life IPO opens today  (MC)

IPO Analysis: HDFC Standard Life (SP Tulsian)

REC may drive Railway’s electrification project (ET)

SEBI, IT dept to probe people named in Paradise Papers (Mint)

Bitcoin’s bid for legitimacy (Quint)

Are you buying midcaps? (Bala)

A parable for the times (Barry)

Creating Oaktree Management & Culture (Howard Marks)

This bull market is not making investors happy (NYTimes)

What if you only bought at below average P/E ratios (Ben Carlson)

Categories
MegaTrends Video

Mega Trend: Urbanisation & Mega Cities

Categories
Chart

Chart: India Housing Finance Market

Source: Credit Suisse Research

Categories
CoatTailing

Portfolio of Govindlal Parikh

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Govindlal M Parikh is a well known investor in the Indian Equity Markets.

His top holdings as on 30 September,2017 as per stock exchanges is as given below:

Company Name Symbol Entity Value (In Crores)
EID Parry India Ltd EIDPARRY GOVINDLAL M PARIKH 131.7
Ramco Industries Ltd RAMCOIND Govindlal M Parikh 117.3
Sundaram Fasteners Ltd SUNDRMFAST GOVINDLAL M PARIKH 234.5
Categories
Links

Linkfest: Nov 06, 2017

Some stuff I am reading today morning:

Reliance Nippon to list today (Quint)

Paradise Papers: Black Money of India Inc (IE)

Mass purge in Saudi Arabia (NYTimes)

Most stocks listed this year trading below IPO price (Mint)

Real Estate: Hard landing but also big winners (Saurabh Mukherjea)

Hiring trend loses pace at IT Companies (FE)

SEBI court sends Ketan Parekh to judicial custody (BL)

Interview with Unichem’s MD (Quint)

Axis Bank – The Mis-Seller (Bala)

The real law of averages (Seth Godin)