Categories
Links

Weekend Mega Linkfest: June 17,2016

Some off beat reads for the weekend:

The explosive Essar tapes (Outlook)

Gay Muslim:Islam is no religion of peace (DB)

Did Jesus have a wife? (Atlantic)

The $26 Billion genius of LinkedIn (Swarajya)

Inside the world of America’s 10 biggest gun makers (MJ)

Just another sexual harassment story (HP)

The illiterate boy who became a Maharaja (Cambridge)

How Cereal Makers invented breakfast (Atlantic)

What’s up with naked restaurants? (NatGeo)

Gossip:Modi’s cabinet reshuffle (Gossip Guru)

Travelogue: Bandipur, in search of stripes (TeamBHP)

A foodie’s guide to Sarafa market,Indore (BI)

Do these 11 things every day to become happy (Inc)

44 ways to make more money (Forbes)

Obituary:Manohar Aich,Father of Indian bodybuilding (Outlook)

Categories
Links

Linkfest: June 17,2016

Some stuff I am reading today morning:

HDFC Life & Max Life may merge (ET)

Brexit campaign suspended as MP gets murdered (Mint)

Modi is finally breaking reforms jinx (FP)

India,world’s fastest growing airline market opens up (Bloomberg)

Can Colgate make its investors smile again? (OB)

Risk analysis in a retiree portfolio (Subramoney)

The economy is not the stock market (IR)

Ego is the enemy:The legend of Genghis Khan (Farnam)

The stigma against DIY Investing (Fox Stocks)

Proof that investors are their own enemy (Forbes)

Categories
Chart

Chart: ROE Trends in India

Source: VRO

31293_20160614-MrktCmps-Graph-Big-480px

Categories
Tweets

Method in the madness

Categories
CoatTailing

Portfolio of Steinberg in India

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

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

Steinberg is a Mauritius based FII well known for its picks in the mid-cap space.

It’s significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
DCB BANK LIMITED DCBBANK Steinberg India Emerging Opportunities Fund Limited 201603 4800000 1.69 47.42
Firstsource Solutions Limited FSL STEINBERG INDIA EMERGING OPPORTUNITIES FUND LIMITED 201603 11774000 1.75 55.1
Hindustan Media Ventures Limited HMVL STEINBERG INDIA EMERGING OPPORTUNITIES FUND LIMITE 201603 1600000 2.18 43.99
Noida Toll Bridge Company Limited NOIDATOLL Steinberg India Emerging Oppurtunities Fund Limited 201603 5460000 2.93 12.99
Wonderla Holidays Limited WONDERLA STEINBERG INDIA EMERGING OPPORTUNITIES FUND LIMITE 201603 635000 1.12 25.26