A great piece by Fundoo Professor
[gview file=”https://alphaideas.in/wp-content/uploads/2013/11/Butter_Chicken_At_Birla_Maybe_But_Shareholder_Stuck_With_A_Lemon.pdf”]
Author: Raoji
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Linkfest:Nov 19,2013
Some stuff I am reading today morning:
As market bubbles form, investors may want to take cover (ET)
House Rent Allowance:Landlord’s PAN mandatory (FE)
Should you invest in guaranteed income plans? (Mint)
Bank Sector-Active Investing Vs Passive Investing (Prashant)
Another reason to buy index funds (RickFerri)
Why did Snapchat turn down 3 Billion $ (NewYorker)
Chumps,champs and bamboo (Hussman)
Valuation myths:Young companies cannot be valued (AswathDamodaran)
How to get maximum returns from recurring deposits (JagoInvestor)
Teach yourself to focus (KirkReport)
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Portfolio of Goldman Sachs in India
This post is in continuation of my coat tailing series (see here)
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The significant holdings of the portfolio of Goldman Sachs in India as per publicly available information as on 30 Sept,2013 is given below:
| Symbol | Entity | # of Shares | % |
| AMTEKAUTO | GOLDMAN SACHS INVESTMENTS (MAURITIUS) I LTD. FCCB | 6701715 | 3.07 |
| CARERATING | GOLDMAN SACHS FUNDS-GOLDMAN SACHS BRICS PORTFOLIO | 295664 | 1.02 |
| ESCORTS | GOLDMAN SACHS INVESTMENTS (MAURITIUS) I LTD | 1866388 | 1.52 |
| GTLINFRA | GOLDMAN SACHS INVESTMENTS (MAURITIUS) | 55241347 | 2.39 |
| HEXAWARE | GOLDMAN SACHS INVESTMENT (MAURITIUS) | 4502620 | 1.5 |
| IBREALEST | GOLDMAN SACHS INVESTMENTS (MAURITIUS) I LTD | 5759087 | 1.36 |
| ICSA | GOLDMAN SACHS (ASIA) FINANCE | 1474281 | 3.06 |
| INDUSINDBK | GOLDMAN SACHS INVESTMENTS (MAURITIUS) I LTD | 11421192 | 2.18 |
| KOLTEPATIL | Goldman Sachs India Fund Limited | 939675 | 1.24 |
| MAGMA | GOLDMAN SACHS (SINGAPORE) PTE | 3312353 | 1.74 |
| MONNETISPA | Goldman Sachs Investments (Mauritius) I Ltd | 1835462 | 2.88 |
| PARSVNATH | GOLDMAN SACHS INVESTMENTS (MAURITIUS) INDIA LIMITED | 7555357 | 1.74 |
| RAIN | Goldman Sachs Investments (Mauritius) I Ltd | 8501800 | 2.53 |
| REDINGTON | Goldman Sachs | 9816750 | 2.46 |
| STAR | Goldman Sachs Investments (MAURITIUS) I LTD | 3391815 | 5.73 |
| TATAMTRDVR | GOLDMAN SACH (SINGAPORE) PTE | 7250000 | 1.5 |
| TATAMTRDVR | GOLDMAN SACHS INVESTMENTS (MAURITIUS) LIMITED | 5112857 | 1.06 |
| UBHOLDINGS | GOLDMAN SACHS INVESTMENTS (MAURITIUS) I LTD | 195310 | 0.29 |
| UNIPHOS | GOLDMAN SACHS (SINGAPORE) PTE | 15629706 | 3.53 |
| WEBELSOLAR | GOLDMAN SACHS INVESTMENTS (MAURITIUS) LTD | 442056 | 2.01 |
| ZEEL | Goldman Sachs (Singapore) PTE | 15019186 | 1.56 |
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