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Author: Raoji
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Weekend Mega Linkfest:February 06,2015
Some off beat reads for the weekend:
The Rs.6,500 Crore mystery at Reliance Industries (Caravan)
Colonel M N Rai at the last post (IDR)
Second Hand Drive (Outlook Business)
20 Quality Stocks to invest in 2015 (Forbes India)
The hidden cost of a flexible job (Atlantic)
Is China preparing for a currency war? (Bloomberg)
Auto Review:Mercedes CLA Class (Team BHP)
Travelogue:Hornbill Festival,Nagaland (Ghumakkar)
What can parents do to prevent early puberty in girls (Smithsonian)
Why did Nehru & Ambedkar reject the word secular? (Newslaundry)
A Greek morality tale (Joseph Stiglitz)
Who are India’s best equity investors who invest for themselves? (Quora)
The reason behind Rahul Gandhi’s annoyance (Gossip Guru)
Saudi princes are patrons of Al-Qaeda (CBC)
The American who became a Sikh Yogini (Open)
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The Short Term Investor
Looking after your health is as important as looking after your wealth. There is one big fat Indian investor icon – and he talks of the long run. When you look at him, you wonder about his health. He is surely going to be around only for the short term!! – wrote Subramoney
This post is in continuation of my coat tailing series (see here)
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Abu Dhabi Investment Authority is the investment arm of the Government of Abu Dhabi.
Their significant portfolio holdings as on 31 December,2014 as per stock exchanges is as given below:
| Company | Symbol | Entity | Date End | # of Shares | % | Value (In Crores) |
| Ashok Leyland Limited | ASHOKLEY | ABU DHABI INVESTMENT AUTHORITY – JHELUM | 201412 | 29663007 | 1.04 | 190.73 |
| Divi’s Laboratories Limited | DIVISLAB | ABU DHABI INVESTMENT AUTHORITY | 201412 | 1469757 | 1.11 | 246.69 |
| Dr. Reddy’s Laboratories Limited | DRREDDY | Abu Dhabi Investment Authority | 201412 | 3626213 | 2.13 | 1214.64 |
| Housing Development Finance Corporation Limited | HDFC | ABU DHABI INVESTMENT AUTHORITY – GULAB | 201412 | 23532656 | 1.5 | 3035.95 |
| Infosys Limited | INFY | ABU DHABI INVESTMENT AUTHORITY | 201412 | 30319353 | 2.64 | 6715.89 |
| Larsen & Toubro Limited | LT | Abu Dhabi Investment Authority | 201412 | 10741853 | 1.16 | 1838.25 |
| LIC Housing Finance Limited | LICHSGFIN | ABU DHABI INVESTMENT AUTHOR | 201412 | 9297552 | 1.84 | 451.95 |
| Piramal Enterprises Limited | PEL | Abu Dhabi Investment Authority | 201412 | 1736606 | 1.01 | 145 |
| Reliance Capital Limited | RELCAPITAL | Abu Dhabi Investment Authority | 201409 | 2729813 | 1.11 | 129.95 |
| Shriram Transport Finance Company Limited | SRTRANSFIN | Abu Dhabi Investment Authority – Gulab Jpmorgan Chase Bank N.A. | 201412 | 2334259 | 1.03 | 255.71 |
| Sun Pharmaceuticals Industries Limited | SUNPHARMA | Abu Dhabi Investment Authority – BAIHU | 201412 | 24295901 | 1.17 | 2261.94 |
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Put idle cash to work
Source: MoneyKraft