Source: DRHP of General Insurance Corporation of India
Author: Raoji
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)
Top 5 Holdings of Arisaig in India
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
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 |