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Links

Linkfest:November 26,2014

Some stuff I am reading today morning:

Arun Jaitley set to corner Rajan over rate cut (FE)

South Indian Bank scraps QIP due to falling valuations (ET)

Equity income funds:What’s in it for you? (Mint)

Govt accepts proposal to ban sale of loose cigarettes (FirstBiz)

P-Note Investor=Foreign Portfolio Investor? (MenakaDoshi)

How to select the best health insurance policy in India (GoodMoneying)

Misconceptions of the Nifty PE (FreeFinCal)

The Slumdog Millionaire Effect (Subramoney)

The case for the profitability factor in your portfolio (Monevator)

The road to Zimbabwe is paved with Central Banker’s good intentions (DailyReckoning)

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Tweets

A good reason for the market to tumble

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Image

The Boom and Bust theory of Soros

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CoatTailing

Portfolio of Sunidhi Capital

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

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Sunidhi Capital is a well known entity in the Indian Equity Markets.Its promoters run two other firms Pivotal Securities Pvt Ltd and Pivotal Business Managers LLP

Its significant holdings in India as on 30 Sept,2014 as per Stock Exchanges is given below:

Symbol Entity # of Shares % Date End
AKSHOPTFBR Sunidhi Capital Pvt. Ltd. 9005250 5.94 201409
DHANBANK PIVOTAL BUSINESS MANAGERS LLP 2425462 1.37 201409
FLEXITUFF Sunidhi Capital Pvt. Ltd. 266000 1.07 201409
JBFIND Sunidhi Capital Pvt Ltd 1718704 2.62 201409
JINDCOT Sunidhi Capital Private Limited 1369644 3.04 201409
PRAKASH SUNIDHI CAPITAL PVT LTD. 2500000 1.86 201409
PRAKASHSTL Sunidhi Capital Private Limited 334259 1.91 201409
REPRO Pivotal Business Managers LLP 293000 2.69 201409
SHILPAMED PIVOTAL SECURITIES PRIVATE LIMITED 1612500 4.18 201409
TECHNOFAB SUNIDHI CAPITAL PVT LTD 295000 2.81 201409
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Video

Wall Street is Back