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Author: Raoji
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What Jignesh Shah Wants
Jignesh shah counsel seek more security in jail for jignesh. Since ex empolyee is in the same jail.
— Tarun sharma (@tarunZee) May 19, 2014
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Linkfest:20 May,2014
Some stuff I am reading today morning:
10 stocks to ride ‘Modi’ wave (ET)
Are junk bonds gaining ground in India? (Mint)
Modi asks key babus to list hits and misses (FE)
Brokerages raise India targets (BS)
The ignominy of regret (CapitalMind)
A few simple rules for money managers (Contrarian)
Amazing Disgrace (MediaCrooks)
Whats your tolerance for complexity? (CommonSense)
Eliminate all hero worship (KirkReport)
Why the Modi story is exciting to investors? (BI)
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Portfolio of GMO in India
This post is in continuation of my coat tailing series (see here)
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GMO run by the legendary Jeremy Grantham is a global investment management firm managing around $112 Billion in client assets.
Their significant holdings in India as on 31 March,2014 as per Stock Exchanges is given below:
| Symbol | Entity | # of Shares | % | Date End |
| ABAN | GMO EMERGING MARKETS FUND | 828393 | 1.9 | 201403 |
| CARERATING | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 812855 | 2.8 | 201403 |
| CESC | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 1349773 | 1.08 | 201403 |
| HDIL | GMO Emerging Markets Fund | 9080978 | 2.17 | 201403 |
| JAIBALAJI | GMO EMERGING MARKET FUND | 2445621 | 3.64 | 201403 |
| KIRIINDUS | GMO Emerging Markets Fund | 1016942 | 5.35 | 201403 |
| KSK | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 6548360 | 1.76 | 201403 |
Many people were expecting ICICI’s Kamath/HDFC’s Parekh to snag the job.But I feel Jaitley will do a good job.