Author: Raoji
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Advice to ruin your financial life
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Linkfest: September 14,2015
Some stuff I am reading today morning:
National Highways to grow by 50,000 km in 6 months (ET)
Govt firm on labour reforms (Mint)
Team Lease files IPO papers (BS)
Case Study: Building Wealth via SIP in Mutual Funds (SI)
Which debt mutual funds to invest in (Vipul)
10 Best Small Business Ideas with Low Investment (MyInvestmentIdeas)
6 Lessons from David Tepper (Frank)
12 Things I’ve learned from Charlie Munger about risk (25IQ)
Is this the start of India’s gold confiscation? (Zero Hedge)
A brief rant about historic valuation (TRB)
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Weekend Mega Linkfest: September 11,2015
Some off beat reads for the weekend:
We got into IIT/IIM.Our kids won’t (Sajith Pai)
Fake Currency:How RAW is turning the heat on Pakistan (OneIndia)
The siege of Herbalife (Fortune)
What happens after you book a car (Team BHP)
Why I put my wife’s career first (Atlantic)
All scientists should be militant atheists (New Yorker)
From Rs.240 to Rs. 20 Crore (YS)
Thyrocare:Testing new waters in medical diagnostics (Forbes)
An extraordinary story of 5 Colonial Indians (Wire)
Devendra Fadnavis Vs Sharad Pawar (DailyO)
Gossip: 3 Mistakes of Rahul Gandhi (1, 2,3)
Full On Bollywood Gossip (Fashion Scandal)
How ministers milk PSUs for ads and sponsorships (Newslaundry)
China’s focus on football (Guardian)
Documentary Watch:Battle of Stalingrad (You Tube)
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Portfolio of Janus in India
This post is in continuation of my coat tailing series (see here)
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Janus is a well known FII which has been investing in Indian Equities for a fairly long time now.
It’s significant holdings in India aggregating around Rupees 800 Crores as on 30 June,2015 as per Stock Exchanges is given below:
| Company | Symbol | Entity | Date End | # of Shares | % | Value (In Crores) |
| Adani Power Limited | ADANIPOWER | JANUS OVERSEAS FUND | 201506 | 32821205 | 1.12 | 91.41 |
| Cox & Kings Limited | COX&KINGS | JANUS OVERSEAS FUND | 201506 | 5417511 | 3.2 | 150.66 |
| Cox & Kings Limited | COX&KINGS | JANUS ASPEN SERIES OVERSEAS PORTFOLIO | 201506 | 2052372 | 1.21 | 57.08 |
| DLF Limited | DLF | Janus Overseas Fund | 201506 | 33026914 | 1.85 | 342.99 |
| Housing Development and Infrastructure Limited | HDIL | JANUS OVERSEAS FUND | 201506 | 8489431 | 2.03 | 74.2 |
| VAKANGEE LIMITED | VAKRANGEE | Janus Overseas Fund | 201506 | 7651815 | 1.52 | 124.53 |