Categories
Excerpts Humor

Markets in Bollywood Tango

Source: Phillip Capital

Categories
MutualFunds

Top 10 Mutual Funds with Most Cash holding

Source: Mint

Data as on 31 Dec,2017

Categories
Cartoon

Closer than they appear

Categories
Links

Linkfest: February 13, 2018

Some stuff I am reading today morning:

How new LTCG tax with STT violates basic principles of taxation (Uma Shashikant)

Alarm over Modi’s protectionism (Arvind Panagariya)

WhatsApp payment feature is a serious threat to PayTM (Mint)

Fortis seeks 15 days extension to declare results (MC)

US Equities-Recent volatility is not a concern (Vikas)

“Alpha” in real estate (PIB)

Getting India EV ready (Forbes)

Passive my a** (TRB)

Why competitive advantages die? (Morgan Housel)

This Mutual Fund crashed by 80% in 2 days (Barrons)

Categories
CoatTailing

Portfolio of Faering Capital

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

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Faering Capital is a well known PE firm run by Aditya Parekh, son of HDFC Chairman Deepak Parekh

Their significant holdings in the listed space as on 31 December,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
City Union Bank CUB FAERING CAPITAL INDIA EVOLVING FUND 120.91
HSIL Ltd HSIL FAERING CAPITAL INDIA EVOLVING FUND 31.5
Prataap Snacks Ltd DIAMONDYD FAERING CAPITAL INDIA EVOLVING FUND II 58.53