Categories
MegaTrends

Mega Trend: India’s Metro Network

Source: Edelweiss Research

Categories
Chart

It’s a global selloff, Stupid !

Source: FT

Categories
Links

Linkfest: 01 March, 2018

Some stuff I am reading today morning:

The corrupt dealings of Chidambaram (ET)

India is now the world’s fastest growing economy (Mint)

Aircel files for bankruptcy (BS)

Fortis Auditor raises three red flags (Quint)

SBI steeply hikes deposit rates (Rediff)

Stock Talk: Godrej Agrovet (MC)

The writing on the wall for PSU Banks (IIAS Advisory)

Why do the rich get richer? (Subramoney)

Successful investing is having everyone agree with you later (TRB)

Buffett doesn’t beat the market anymore (Quartz)

Categories
Plug

Pre IPO: Bharat Hotels (The Lalit Group of Hotels)

The Lalit Group of Hotels runs some of India’s finest hotels and is one of the largest private Hotel Chains in India.

It’s latest Annual Report can be downloaded from here.

They intend to list their shares and have taken shareholder approval for the same.

A very limited quantity of its shares are on offer for sale.

For those interested,please email me at Alpha Ideas

Categories
CoatTailing

Portfolio of GTI Capital in India

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

GTI Capital is a well known FPI investor in India.It’s India advisor Madhav Dhar keeps pontificating on TV channels.

It’s holdings as on 31 December,2017 as per stock exchanges is as given below:

Company Name Symbol Entity Name Value (In Crores)
Future Supply Chain Solutions Ltd FSC GTI CAPITAL GAMMA PVT LTD 59.57