Categories
MutualFunds

Birla MNC Fund: Selling MNC, Buying Kotak

Hat Tip: Amit Arora

From the Birla Sun Life MNC Fund Prospectus:

Why Birla Sun Life MNC Fund?
MNCs are generally considered to be high quality companies with global edge and therefore present a better potential for growth. Birla Sun Life MNC Fund invests in securities of multinational companies through a research based investment approach to achieve long term capital growth.

Why choose multinational companies?
Multinational companies generally have strong parentage backed by professional management. They are also known for the best use of latest technology and global experience. Such synergies can help translate strengths into superior products and services, in turn commanding a higher market share or a price premium. All these factors can lead to high growth rates for the company in the long run.

Now look at their top holdings as on 31 July, 2017:

Categories
Links

Linkfest: August 21,2017

Some stuff I am reading today morning:

Adani- The man noone wants to write against (Newslaundry)

Bank Unions call for All India Strike on Tuesday (Mint)

Comments on NRN’ s letter to Infosys Board (Subramoney)

Interview with L&T Chairman-Anil Naik (ET)

Stock Talk: Himadri Chemicals (Abhishek)

CanFin Homes Vs Gruh Vs Repco (Tankrich)

Policybazaar: The best policy (Forbes)

What is and isn’t a Moat? (Johnson)

The unsolvable puzzle (Morgan Housel)

The Old Man makes a comeback (Boone Pickens)

Categories
AlphaIdeas

Alpha Ideas crosses 15 Million Page Views

Alpha Ideas has crossed 15 Million Page Views.

Thank you, dear reader, for your continued patronage of this very simple blog.

Do keep the tweets,comments and suggestions coming in.

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

When was the last time a PSU Bank CEO bought his own shares? (AI)

Top Buys & Sells by MFs in July 2017 (AI)

Promoter Ho Toh Jet Freight Promoter Jaisa (AI)

How Sunil Singhania’s mind works (AI)

The Mid-Cap rally is almost over (Bala)

Aurobindo Pharma: We also build moats (AI)

Suzlon presents Charts in Urdu style (AI)

Kotak: Forgive us, we know not what we do (AI)

This is India’s cleanest bull market (Ruchir Sharma)

Portfolio of Warburg Value Fund in India (AI)

Categories
Links

Weekend Mega Linkfest: August 18, 2017

Some off beat reads for the weekend:

The Doval Doctrine (Open)

Moving On… (Vishal Sikka)

Could there be a war between China & Japan? (Guardian)

The End of Sand (New Yorker)

Trump’s Business of Corruption (New Yorker)

Gymkhana Memberships-Worth It? (Team BHP)

How Bangalore has changed beyond recognition (Scroll)

The continued reign of Mohanlal (Mint)

Steve Bannon, Unrepentant (Prospect)

Rescuing King Cobras (BI)

Chinese racist video on India (Xinhua)

Glamping in Nagaland (Outlook)

Gossip: Amit ‘Defence’ Shah ? (Gossip Guru)

4 Fool Proof ways to spot a liar (Bright Side)

Toyota patented a device which will make objects invisible (Futurism)