Author: Raoji

Categories
Links

Linkfest:Jan 08,2013

Some stuff I am reading today morning:

IT firms go slow on hiring, salary hikes (BusinessLine)

Tax shock for India Inc (ET)

Arun Maira warns of sub 5% economic growth (FE)

The export of Indian financial markets is going undetected (Mint)

SBI RGESS fund review (OneMint)

Zombie nation (DailyReckoning)

The fifth horseman:Samsung (TechCrunch)

What does David Sokol have to say about Warren Buffett (Dealbreaker)

Why investors love emerging market junk bonds (Quartz)

Whodunit:Mafatlal’s paintings worth crores replaced with fakes (MumbaiMirror)

Categories
AlphaIdeas

In Passing

Alpha Ideas has been selected amongst the best ideas and stuff of 2012 by Dalal Street.

Thanks guys !!

Categories
Realty

Off to the races with realty stocks

I had commented on realty stocks earlier.Crisil had conducted a webinar on realty stocks.For those who missed it, the presentation is enclosed below:

[gview file=”https://alphaideas.in/wp-content/uploads/2013/01/CRISIL-Research_Real-Estate-Webinar-Article.pdf”]

Categories
CoatTailing

Portfolio of Goldman Sachs in India

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

Goldman Sachs is a well known FII which invests in India via its entity Goldman Sachs Investments (Mauritius) Ltd

The portfolio of this entity as on Sept 2012 as per stock exchange’s sites is given below:

 

Company Name # of Shares %
CESC 3524242 2.82
Fedders Lloyd Corp. 838442 2.72
Jain Irrigation Sys 4833781 1.25
Mahindra Satyam 17267345 1.47
United Phosphorus 15751884 3.46
Monnet Ispat &Energy 1835462 2.86
Websol Energy System 442056 2.01
Vikas WSP 6179400 4.5
Amtek Auto 3462186 1.58
Alok Inds 10493199 1.27
Sterling Holiday Res 1800000 2.7
Country Club (India) 1628729 1.82
Indusind Bank 6674786 1.42
Strides Arcolab 995125 1.69
Dish TV India 14444998 1.36
Hinduja Global Soln. 398892 1.94

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Categories
Video

This man’s office has the world’s best views