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Chart

Chart: Changing Income, Changing India

Source: Diageo Investor Presentation

Categories
Links

Linkfest: May 12, 2017

Some stuff I am reading today morning:

HUDCO IPO a mega hit (ET)

Top 7 IT firms to layoff 56,000 employees (Mint)

How Avanti Feeds grows at 60% annually (Forbes)

Stock Talk : IMP Powers Ltd (Alpha Invesco)

Mutual Fund managers have more cash, less ideas (MC)

Japan’s Muji predicts big India growth (Bloomberg)

The Emerging Market rally will correct (Ritesh Jain)

Avoiding Filter Failure (Common Sense)

How startup funding works (Barry)

How did Johnny Depp blow through $650 Million? (Smoke Room)

Categories
CoatTailing

Top 5 Holdings of Goldman Sachs in India

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

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Goldman Sachs is a well known investor in the Indian Equity markets

Its top 5 Holdings as on 31 March,2017 as per Stock Exchanges is given below:

Company Name Symbol Entity Name % Value (In Crores)
Idea Cellular Limited IDEA Goldman Sachs India Limited 1.26 412.01
Strides Shasun Limited STAR GOLDMAN SACHS (SINGAPORE) PTE 2.74 263.39
Muthoot Finance Limited MUTHOOTFIN Goldman Sachs India Limited 1.57 250.25
Escorts Limited ESCORTS GOLDMAN SACHS INDIA LIMITED 2.78 216
Bharat Financial Inclusion Limited BHARATFIN GOLDMAN SACHS (SINGAPORE) PTE 2.05 215.44
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WhatILearntFrom

What I Learnt from Mr. Suresh Shetty

Mr. Suresh Shetty was the first CFO of Hero Motocorp.

He used his domain expertise of the auto industry to invest in the auto and auto ancillaries space.

Now his stake in Motherson Sumi alone is worth around Rs.550 Crores

What I learnt from him:

Use your domain knowledge not only to do your job well but also invest

Categories
Excerpts

High Beta Vs High Alpha

Hat Tip: Samrat Dasgupta

Source: Sage One Investments