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Linkfest: January 03,2018
Some stuff I am reading today morning:
How banks make a killing using Minimum Balance (ET)
India’s bond market has a message for Modi (Andy)
My Best Pick 2018-APL Apollo (Ajay Relan)
Can Ruia brothers pull off a rescue act at Essar Steel ? (MC)
Criminals switch to Monero from Bitcoin (BS)
How to lose $9 Trillion in a Bull Market (Jason Zweig)
Two biggest lessons I learned (Josh Tarasoff)
What happened in 2017 (A VC)
The inside story of Glencore’s hidden dealings in Congo (Guardian)
Waste and the new luxury (Seth Godin)
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Mega Trend: India’s EV Battery Market
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CLSA Themes for 2018
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Portfolio of Seafarer Funds in India
This post is in continuation of my coat tailing series (see here)
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Seafarer Funds is an well known FII which invests in Emerging Markets.
It’s significant holdings as on 30 September,2017 as per stock exchanges is as given below:
| Company Name | Symbol | Entity | Value (In Crores) |
| Balkrishna Industries Ltd | BALKRISIND | SEAFARER OVERSEAS GROWTH AND INCOME FUND | 361.2 |
| Cyient Ltd | CYIENT | SEAFARER OVERSEAS GROWTH AND INCOME FUND | 188.2 |
| Sun Pharma Advanced Research Co Ltd | SPARC | SEAFARER OVERSEAS GROWTH | 403.6 |