The presentation that has created an earthquake in India’s financial circles
[slideshare id=64679460&doc=indianbanking-inatimeforchange-nandannilekani-160804023137]
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Portfolio of Credit Suisse in India
This post is in continuation of my coat tailing series (see here)
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Credit Suisse is a well known FII investing in the Indian Markets.
Its significant holdings in India as on 30 June,2016 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity Name | Date End | # of Shares | % | Value (In Crores) |
| Aegis Logistics Limited | AEGISCHEM | Credit Suisse (Singapore) Limited | 201606 | 6790799 | 2.03 | 84.95 |
| Apollo Tyres Limited | APOLLOTYRE | CREDIT SUISSE (SINGAPORE) LIMITED | 201606 | 8396877 | 1.65 | 153.28 |
| Axis Bank Limited | AXISBANK | CREDIT SUISSE (SINGAPORE) LIMITED | 201606 | 49535139 | 2.15 | 2843.81 |
| Indiabulls Housing Finance Limited | IBULHSGFIN | CREDIT SUISSE (SINGAPORE) LIMITED | 201606 | 7725788 | 1.85 | 623.36 |
| JB Chemicals & Pharmaceuticals Limited | JBCHEPHARM | CREDIT SUISSE (SINGAPORE) LIMITED | 201606 | 1028068 | 1.21 | 29.62 |
| Sonata Software Limited | SONATSOFTW | CREDIT SUISSE (SINGAPORE) LIMITED | 201606 | 1184169 | 1.13 | 18.09 |
Hat Tip: Haresh Nagpal
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Linkfest: August 10,2016
Some stuff I am reading today morning:
Raghuram Rajan is not done yet (Mint)
HDFC Life,Max merger to create life insurance behemoth (ET)
GST will push these taxes into oblivion (Money Control)
3 Things to note about asset allocation (Morningstar)
Moving the investment goalposts (Irrelevant Investor)
How to read financial news (CFA Institute)
Invest like a Billionaire,if you are one (Barry)
Marc Faber’s 50% Stock Crash call (However…) (Big Picture)
The price of prestige (Fortune Financial)
Trump…the bad,bad businessman (NYTimes)
We’ve had two 50% market drops in the last 15 years. Why can’t we have a third? And if it can drop 50%, why can’t it drop 75%? It can and it will ultimately. But in the meantime, all that money printing could still drive stocks higher. And central banks might take even more desperate measures to keep the game going.
The Japanese central bank is already buying stocks. It’s already bought all the government bonds. The European Central Bank is running out of bonds and government bonds to buy. Now it’s starting to buy corporate bonds. Why can’t that happen in America? Why can’t the Federal Reserve buy these assets?
When Bernanke was head of the Fed he said, “If we have to, we’ll buy anything. We’ll buy shares of gold mines.” If the Central Banks all over the world buy stocks, there’s really no top.-said Jim Rogers