Categories
Links

Linkfest: 20 Feb, 2018

Some stuff I am reading today morning:

SFIO to probe Fortis, Religare for fraud (Quint)

Gitanjali Gems sold fake and over priced diamonds (MC)

Nirav Modi writes a love letter to PNB (ET)

Indian telcos face a marshmallow test (Mint)

Mobile Wallets may lose half their customers (FE)

India’s Graphite Electrode firms face curbs (Reuters)

PSU Bank frauds (Subramoney)

Why software is the ultimate business model (Savneet Singh)

Don’t put all your eggs in one Bitcoin basket (Katusa)

Inflation,deflation and Stock Market returns (Pension Partners)

Categories
Chart

Chart: All the Tata Companies

Source: FT

Categories
PMS

Fund Performance of Prof Bakshi

Source: TrustNet Offshore

Categories
CoatTailing

Portfolio of Fidelity Institutional Asset Management Group Trust in India

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

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Fidelity Institutional Asset Management (FIAM)  is one of the largest fund managers in the world.

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)
CCL Products (India) Ltd CCL FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIAM EMERGING MARKETS COMMINGLED POOL 164.05
Cyient Ltd CYIENT FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS – FIAMEMERGING MARKETS COMMINGLED POOL 119.5
Redington (India) Ltd REDINGTON FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS – FIAM EMERGING MARKETS COMMINGLED POOL 186.01
Sunteck Realty Ltd SUNTECK Fiam Group Trust for Employee Benefit Plans – Fiam Emerging Markets Commingled Pool 110.37
Tata Communications Ltd TATACOMM Fiam Group Trust For Employee Benefit Plans – Fiam Emerging Markets Commingled Pool 221.62
Welspun India Ltd WELSPUNIND FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS – FIAM EMERGING MARKETS COMMINGLED POOL 75.24
Zensar Technologies Ltd ZENSARTECH FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS – FIAM EMERGING MARKETS COMMINGLED POOL 113.85
Categories
Links

Linkfest: 19 Feb, 2018

Some stuff I am reading today morning:

The RBI Circular that is sending shock waves (RBI)

Rotomac Pen’s owner flees after taking 800 Cr from PSU Banks (News18)

India’s state banks in focus (Reuters)

Getting short term foreign credit will become difficult (ET)

HCL Technologies’s risky bets (Mint)

Good start to N Chandra’s second year (FE)

21 year wait for Navi Mumbai airport is over (BS)

Mumbai-Pune Hyperloop (Quint)

Lessons from the richest man in Babylon (Faiz Memon)

Notes from Charlie Munger’s latest AGM (Safal Niveshak)