Categories
Excerpts

Investing Algorithm is a Board Member

Source: Samir Arora

Categories
Observations

Metropolitan Stock Exchange changes trading hours

Extended the timing of the Equity Markets till 5:00 pm

[pdf-embedder url=”https://alphaideas.in/wp-content/uploads/securepdfs/2017/07/Circular-5318.pdf”]

Categories
MutualFunds

The Sector all Fund Managers are bullish on

Their own Sector…i.e. the Mutual Fund Industry !

Source: Business Standard

Categories
Links

Linkfest: July 04, 2017

Some stuff I am reading today morning:

Interview with Rakesh Jhunjhunwala (ET)

Mutual Funds aim at 5 fold increase in assets by 2025 (BS)

The changing face of life insurance in India (Mint)

GST is not the last of Modi’s reforms (Bloomberg)

Stock Talk: Aditya Birla Financial Services Ltd (Amit Jeswani)

Difficulty of doing business (Subramoney)

Value Investor Interview: Brent Beshore (Safal Niveshak)

The most important item while analyzing a Balance Sheet (Katusa)

Two Confusions (Seth Godin)

Is 44$ oil a bargain if Saudi-Iran war is inevitable? (DR)

Categories
CoatTailing

Portfolio of Ajay Upadhyay

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

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Ajay Upadhyay is a well known investor in the Indian equity markets.

His significant portfolio holdings as on 31 March,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity % Value (In Crores)
Asian Oilfield Services Ltd.
530355 Ajay Upadhyaya 1.15 5.73
Genus Power Infrastructures Limited GENUSPOWER AJAY UPADHYAYA 1.05 13.01
Navin Fluorine International Limited NAVINFLUOR AJAY SHIVNARAIN UPADHYAYA 2.03 59.9
Sathavahana Ispat Limited SATHAISPAT Ajay Upadhyaya 2.16 4.78
Visaka Industries Ltd VISAKAIND AJAY UPADHYAYA 2.24 17.85