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Nilesh Shah Ko Gussa Kyon Aaya
Author: Raoji
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IRCTC IPO on track
Hat Tip: Divyeshbhai
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Linkfest: June 15, 2017
Some stuff I am reading today morning:
FED raises rates (Bloomberg)
How hospitals and doctors push their patients to financial ruin (Outlook)
Infosys is worried, and it shows (Quartz)
SEBI meets rating agencies over RCom fiasco (BS)
Stock Analysis: Kovai Medical (Dr. Malik)
Death of the human investor (CNBC)
Prepare now for the end of the bull market (Ben Carlson)
The seduction of pessimism (CF)
Accelerating revolutions (Seth Godin)
Buyer Beware (A VC)
Dystopian Portfolios for a Dystopian World (Macquarie Research)
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Equity Salesman Vs Equity Analyst
Source: Samir Arora
This post is in continuation of my coat tailing series (see here)
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Cartica Capital is a well known FPI which specializes in Emerging Markets
Their significant portfolio holdings as on 31 March,2017 as per stock exchanges is as given below:
| Company Nam | Symbol | Entity | % | Value (In Crores) |
| Page Industries Limited | PAGEIND | CARTICA CAPITAL LTD | 7.73 | 1381.21 |
| Shree Cements Limited | SHREECEM | CARTICA CAPITAL LTD | 2.12 | 1334.87 |
| TVS Motor Company Limited | TVSMOTOR | CARTICA CAPITAL LIMITED | 4.1 | 1081.76 |
| Marico Limited | MARICO | Cartica Capital Ltd | 1.93 | 787.68 |
| PI Industries Limited | PIIND | CARTICA CAPITAL LTD | 6.17 | 686.19 |