Categories
Excerpts

Roti,Modi Aur Reinsurance

Source: DRHP of General Insurance Corporation of India

Categories
Links

Linkfest: October 11, 2017

Some stuff I am reading today morning:

GIC IPO opens today (MC)

Tata’s N Chandra: Well begun is half done (Mobis)

Indian startups raised 3,000 Crores last week (Quint)

Raymond: Singhanias Vs Singhanias (ET)

Should you tender in the Infosys buyback? (FE)

A Natural Gas Exchange is on its way (BS)

How to calculate annualized return (XIRR) from a stock investment (FreeFincal)

House of Saud bows to Putin – Why Crude Oil is headed higher (ATimes)

Thaler changed my life and everyone else’s (Bloomberg)

Interview with UBS: Banker to the Billionaires (Bloomberg)

Categories
CoatTailing

Top 5 Holdings of Arisaig in India

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

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Arisaig is a prominent FPI investor in the Indian Equity Markets.

Its top 5 holdings as on 30 June,2017 as per stock exchanges is as given below:

Company Name Symbol Entity Value (In Crores)
Future Retail Limited FRETAIL Arisaig Partners (Asia) Pte Ltd. A/C Arisaig India Fund Limited 1678.98
Britannia Industries Limited BRITANNIA ARISAIG PARTNERS (ASIA) PTE LTD. A/C ARISAIG INDIAFUND LIMITED 1534.42
Godrej Consumer Products Limited GODREJCP Arisaig Partners (Asia) Pte Limited A/c Arisaig India Fund Limited 1329.07
Trent Limited TRENT Arisaig Partners (Asia) Pte Ltd. A/C Arisaig India Fund Limited 1022.29
Colgate Palmolive (India) Limited COLPAL Arisaig Partners (Asia) Pte Ltd. A/C Arisaig India Fund Limited 1001.61
Categories
Excerpts

How India Spends

Categories
MegaTrends

Mega Trend: India’s Per Capita Electricity Consumption

Source: Annual Report 2016-17 of Skipper Ltd