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Nirav Modi- Uncanny Coincidence
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Linkfest: 15 Feb, 2018
Some stuff I am reading today morning:
How the PNB fraud happened (ET)
Nirav Modi-The man behind the PNB fraud (Mint)
Worst of NPAs yet to come (BS)
Banks may take 30,500 Cr hit due to rising yields (Rediff)
The double standards of PayTM’s Sharma (BL)
Stock Talk: Petronet (MC)
Indians are moving the cheese market (Quint)
It’s different this time (Macro Tourist)
Market Turmoil and Investment Serenity (Aswath Damodaran)
The advent of a cynical bubble (James Montier)
Fourth Dimension used to be a red hot scrip in the SME space.
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Gravity is Baaaaack !
Warren Buffett: “Interest rates act like gravity on valuation”
This post is in continuation of my coat tailing series (see here)
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Karst Peak Capital is a well known hedge fund based out of Hong Kong
It’s significant holdings as on 31 December,2017 as per stock exchanges is as given below:
| Company Name | NSE Symbol/BSE Code | Entity | Value (In Crores) |
| Cox & Kings Ltd | COX&KINGS | KARST PEAK VERMILION PARTNERS MASTER FUND | 100.03 |
| Cox & Kings Ltd | COX&KINGS | KARST PEAK ASIA MASTER FUND | 91.77 |
| Strides Shasun Ltd | STAR | KARST PEAK VERMILION PARTNERS MASTER FUND | 109.8 |
| Strides Shasun Ltd | STAR | KARST PEAK ASIA MASTER FUND | 191.2 |