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Author: Raoji
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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)
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In Passing
Alpha Ideas has been selected amongst the best ideas and stuff of 2012 by Dalal Street.
Thanks guys !!
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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”]
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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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