Author: Raoji

Categories
Links

Linkfest:July 15, 2013

Some stuff I am reading today morning:

The forgotten software boom (Hindu)

Is India facing industrial stagflation? (Mint)

At the negotiating table with Income Tax Department (BS)

Why Vijay Mallya needs to start afresh (ET)

The Buddha is smiling in front of Bodh Gaya (NYTimes)

Why Chidambaram is the right man in the wrong party (Moneycontrol)

How to save an extra 25 Lakhs (SafalNiveshak)

Doing the Modi math (IE)

The brighter side of decades of disappointing returns (HBR)

Tapping your stock portfolio for income (WSJ)

Categories
Links

Weekend Mega Linkfest:July 12, 2013

Some off beat reads for the weekend:

Mumbai underworld:Open for business (Open)

The three women in Jagan Reddy’s life (Tehelka)

The Great Gas Scandal which benefits Reliance (Outlook)

BJP prepares to bet everything on Narendra Modi (Caravan)

Tata:We also make news (Newslaundry)

Amazon’s perfect timing for India (Forbes)

From coast to toast (VanityFair)

Even Goldman retreats from emerging markets (MarketWatch)

Someday your passwords will be replaced by a pill (Smithsonian)

Has the Arab spring failed? (Economist)

Americans are living longer but not better (Atlantic)

June 2013 Car Sales Analysis (TeamBHP)

Lootera-The Review (GreatBong)

The Egyptian Struggle and Beyond (TonyBlair)

Gambling and the Russian Mob (NYMag)

The Bin Laden Files (AlJazeera)

Where did the Hockey millions go? (Fortune)

Movie Review:Policegiri (VigilIdiot)

 

Categories
5Stocks CoatTailing

5 Stocks where LIC has been buying heavily the last quarter

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

5 Stocks where LIC has been buying heavily the last quarter are given below:

Symbol # of Shares on 30 June, 2013 % Shareholding on 30 June, 2013 # of Shares on 31 March, 2013 % Shareholding on 31 March, 2013 % in shareholding
AMBUJACEM 85929991 5.57 58775398 3.81 46.19%
BAJAJ-AUTO 12429007 4.3 10043324 3.47 23.92%
SBBJ 1555808 2.22 1346671 1.92 15.63%
CAIRN 172838526 9.05 150952015 7.9 14.56%
ACC 15598345 8.31 14042440 7.48 11.10%

Subscribe to the Investor Wisdom Newsletter to get insights into the activities of top investors.Satisfaction Guaranteed or Money back no questions asked !

Categories
Sellside Research

Morgan Stanley India View:The Simplicity Premium

[gview file=”https://alphaideas.in/wp-content/uploads/2013/07/Connecting-The-Dots-July-2013.pdf”]

Categories
Links

Linkfest:July 12, 2013

Some stuff I am reading today morning:

Naresh Goyal keeps his nose ahead (ET)

The exit of the middle class (Mint)

A bull run reaches exhaustion point (BS)

Eddie Lampert’s Sears strategy is a disaster (BI)

Carl Icahn’s no brainer may require lots of brains (WSJ)

When hedge funds go online (Reuters)

Hedge Funds are for suckers (Bloomberg)

4 mistakes that make everyone a bad investor (Fool)

How Google saved its employees from Wall Street (TRB)

How clothers should fit (Clothesshouldfit)