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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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Links

Linkfest:Jan 07, 2013

Some stuff I am reading today morning:

NSE refuses to pay for freak trade by Emkay Global (ET)

UP cane growers forced to sell below SAP (Businessline)

Sahara must explain where it got the money for London hotel purchase (Firstpost)

The economy is bottoming out (Mint)

Tax free bonds may get the axe (BS)

The rise of high end finance work in India (AjayShah)

Why Warren Buffett keeps buying Wells Fargo (GuruFocus)

Patriots and Psychopaths (Mediacrooks)

Should this trader make a comeback? (SMBTraining)

Why potash prices have crashed (Quartz)

Turkey offers two options for people with nothing nice to say about its markets (Dealbreaker)

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Links

Weekend Mega Linkfest:05 Jan 2013

Some interesting off beat reads for the weekend:

K Klutch Klan -How Tamil Nadu was turned into a family estate (Tehelka)

Merc is worship (Open)

Pune maybe India’s grumpiest city (Caravan)

Rapes won’t stop this way (Newslaundry)

How online romance is threatening monogamy (Atlantic)

A pickpocket’s tale (NewYorker)

The 10 craziest things employees tried to expense last year (Businessweek)

How the tree frog has redefined our view of biology (Smithsonian)

Obesity and health (Economist)

How heirs of Mao’s comrades consolidated unimaginable wealth in China (Bloomberg)

Dish Network, the meanest company in America (BusinessWeek)

Don’t stop running (TheAwl)

How much Tech can one city take? (SanFrancisco)

Best bargain adventure holidays in 2013 (Guardian)

Regressive narratives (GreatBong)

Unscripted encounters with Dibakar Banerjee (Caravan)

How UPS moves 2000 packages every 17 seconds (Engadget)

The bluffer’s guide to Tequila (GQIndia)

Car Review: BMW M5 (TeamBHP)

An old woman and her dogs (JaiArjun)