Jignesh shah counsel seek more security in jail for jignesh. Since ex empolyee is in the same jail.
— Tarun sharma (@tarunZee) May 19, 2014
Categories
Author: Raoji
Categories
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)
Categories
Portfolio of GMO in India
This post is in continuation of my coat tailing series (see here)
To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter
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.
Categories
Linkfest:19 May,2014
Some stuff I am reading today morning:
Investors must recognize what “this time it’s different” really means (WP)
Jhunjhunwala:This is the start of the biggest bull market (ET)
RBI’s early warning signal suggests Rs.66,000 Crore NPAs (FE)
Obituary:Russi Mody (BS)
Post election thoughts on the markets (Prashant)
The rent crash (BS)
Prepare for the death of the petrodollar (DailyReckoning)
Review:LIC’s online term plan (BasuNivesh)
Why Uber and Airbnb may be in big trouble (Forbes)
An Indian Muslim’s letter to Congress (IndianMuslim)