Categories
Chart

Equities Vs Others….not a slam dunk !

Hat Tip: Manoj Nagpal

Categories
Links

Linkfest: March 09,2017

Some stuff I am reading today morning:

Retail investors must avoid DMart IPO  (Money Control)

Domestic Equity inflows could double to $55 Billion (ET)

Interview with Porinju Veliyath (VRO)

Qatar Airways to start airline in India (Mint)

Chef turns Airline Chief in India (Quint)

Kingfisher & SpiceJet-A study in contrast (Forbes)

Manu Parpia heads for the exit in Geometric Software (OB)

Market Dynamics are Changing (Subramoney)

When does the water get hot? (Seth Godin)

A clinical test of 5 “Smart Beta” factors (FT)

Categories
Cartoon

Fund Manager Advice 7*24*365

Categories
CoatTailing

Top 5 Holdings of Cartica Capital 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

Cartica Capital is a well known FPI which specializes in Emerging Markets

Their significant portfolio holdings as on 31 December,2016 as per stock exchanges is as given below:

Company Name Symbol Entity Name # of Shares % Value (In Crores)
Page Industries Limited PAGEIND CARTICA CAPITAL LTD 862721 7.73 1237.57
Shree Cements Limited SHREECEM CARTICA CAPITAL LTD 737754 2.12 1171.85
Eicher Motors Limited EICHERMOT CARTICA CAPITAL LTD 365572 1.34 854.27
TVS Motor Company Limited TVSMOTOR CARTICA CAPITAL LIMITED 19320115 4.07 803.72
PI Industries Limited PIIND CARTICA CAPITAL LTD. 8483037 6.17 691.37
Categories
Chart

MSCI India PE Chart is signalling overvaluation

Source: Jefferies Research Report