Amazing how the two overriding beliefs of the Fed hiking rates and a Donald Trump presidency being hurtful for emerging markets has led us to a 9-year low in emerging market high yield credit spreads.–from Pension Partners
Author: Raoji
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Top 5 Holdings of Nalanda in India
This post is in continuation of my coat tailing series (see here)
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Nalanda is one of the most respected PE investors in India.
It’s top 5 holdings in India as on 31 December,2016 as per Stock Exchanges is given below:
| Company | NSE/BSE Symbol | Entity | # of Shares | % | Value (In Crores) |
| Page Industries Limited | PAGEIND | NALANDA INDIA FUND LIMITED | 1110735 | 9.96 | 1827.48 |
| Havells India Limited | HAVELLS | Nalanda India Equity Fund Limited | 33044930 | 5.29 | 1345.26 |
| Berger Paints (I) Limited | BERGEPAINT | Nalanda India Fund Ltd. | 50749406 | 5.23 | 1306.29 |
| AIA Engineering Limited | AIAENG | Nalanda India Equity Fund Limited | 9127809 | 9.68 | 1180.04 |
| Supreme Industries Limited | SUPREMEIND | NALANDA INDIA FUND LIMITED | 8176502 | 6.44 | 738.3 |
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Linkfest: February 14,2017
Some stuff I am reading today morning:
Kolkata-City of launderers (ET)
GVK wins bids to rights of Navi Mumbai airport (Mint)
India’s Coal Giant risks burning investors (Bloomberg)
Top 5 Infra Mutual Funds (My Investment Ideas)
Behavioral Bias: The curse of knowledge (Subramoney)
Treat your builder like a stray dog ! (Ravi)
Sell Everything. Ya Right ! (Howard Lindzon)
Am I the only one nervous? (Pension Partners)
How to overcome Money Addiction (Financial Samurai)
The stock that changed my life (Michael)
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Pre IPO : HDB Financial Services
HDB Financial Services is the Financial Services arm of HDFC Bank.
It’s latest Financial Results can be downloaded from here.
A very limited quantity of its shares are on offer for sale.
For those interested,please email me at Alpha Ideas