Source: CLSA Research
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Mega Trend: India Property Shift
Source: CLSA Research
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Portfolio of BNK Capital Markets Ltd
This post is in continuation of my coat tailing series (see here)
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BNK Capital Markets Ltd is a well known Kolkata based brokerage firm.
Their 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) |
| CESC Ltd | CESC | BNK CAPITAL MARKETS LIMITED | 246.5 |
| Phillips Carbon Black Ltd | PHILIPCARB | BNK Capital Markets Limited | 69.46 |
| Saregama India Ltd | SAREGAMA | BNK Capital Markets Limited | 56.51 |
| Williamson Financial Services Ltd | 519214 | BNK CAPITAL MARKETS LIMITED | 0.58 |
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Linkfest: 07 Feb, 2018
Some stuff I am reading today morning:
The stock market is volatile again.Get used to it (Ruchir Sharma)
Making sense of the global rout (Mint)
Why did markets fall?Nobody knows (Evidence)
RBI to leave policy unchanged (Reuters)
I-T Dept issues notices to 1L Cryto Currency investors (BS)
Pathetic corporate governance at Omkar Specialty (Leading Nowhere)
What investors should be thinking right now (TRB)
One of the greatest squeezes of all time? (Macro Tourist)
What you control (Barry)
BJP is on track to lose 2019 elections (Rediff)
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Abuse Email Indicator
we may be near a interim bottom for the down leg this week… Basing it on abuse email indicator…when a client throws in the towel kinds and blames you for the fall!😊
— AlokJain (@WeekendInvestng) February 6, 2018
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Nilesh Shah’s prayers got answered today
We do not take cash call.
We remain fully invested across our funds and yes, the flows have been very strong and market near all time high level, so it’s a difficult task.
For 24 years of my career I used to pray that foreign institutional investors (FIIs) should buy so that my investors can make money.
Today my prayer is that FIIs should sell so that I can buy stocks cheap for my investors and get them money.