Author: Raoji

Categories
Links

Linkfest:Jan 2, 2012

Some stuff that I am reading today morning:

Bankers deluged as debt party turns to revamp (Bloomberg)

K Krishna Kumar on Ratan Tata (Rediff)

Global investors go solo in India (BS)

After battering, telcos to charge more (BS)

The Shale Revolution’s shifting geopolitics (NYTimes)

Financial planning shocks (Subramoney)

Best ideas and stuff of 2012 (DalalStreet)

10 things you should do everyday to improve your life (Barkingupthewrongtree)

The Hindu hating vermin of Bollywood (Mediacrooks)

Peak Gundlach?  (ResearchPuzzle)

Why denial is bad business (Rodinhood)

Categories
CoatTailing

Portfolio of Enam Capital

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

Enam is a well known capital markets intermediary in India.

Their latest portfolio holdings (as on Sept 2012) as per stock exchanges sites is shown below:

Company Name Entity # of Shares %
MRF Enam Shares & Securities Pvt Ltd 266713 6.29
Munjal Showa Enam Shares & Securities Pvt Ltd 2737000 6.84
IP Rings Enam Shares & Securities Pvt Ltd 501625 7.12
Redex Protech Enam Securities Pvt Ltd 185000 2.75
Sterling Tools Enam Investment Services Pvt Ltd 120000 1.75
ISGEC Heavy Engg. Enam Investment Services Pvt Ltd 75000 1.02
Rane Engine Valve Enam Shares & Securities Pvt Ltd 478890 9.3
Aqua Logistics Enam Shares & Securities Pvt Ltd 8970660 2.99

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Categories
Video

India’s Demographic Challenge

Categories
Links

Linkfest:Jan 1, 2013

Wish all the readers a very Happy New Year.Some interesting links to start the New Year with:

Europe’s crisis of values:George Soros (Mint)

There’s justification for a rate cut now: Deepak Parekh (ET)

What is ailing the radio industry? (BS)

Strawberry Fields forever:Bill Gross (Pimco)

The success indicator (PragCapitalism)

Exactly 11 years ago, I destroyed myself (IBankCoin)

Equity salesmen’s talk (Subramoney)

10 new must read investing blogs (MarketWatch)

Death and taxes at yearend (AswathDamodaran)

A Christmas present from China Development Bank to arb funds (Bronte)

Categories
Links

Linkfest:31 Dec, 2012

Some stuff that I am reading today morning:

Firms gear up to start new banks (Mint)

How to avoid overspending in the festive season (FE)

Low profile act by Rahul Gandhi raises questions (ET)

Newsmaker:Dilip Pendse (BS)

Keep your money idle (Subramoney)

Delhi’s broken windows (Mediacrooks)

One trader’s process in six steps (DerekHernquist)

Don’t buy what you don’t understand (CapitalMind)

Best place to invest in 2013 (OneMint)

Ritholtz’s dozen rules for investors (BigPicture)