Source : Bloomberg Quint
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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 |
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Linkfest: January 02, 2018
Some stuff I am reading today morning:
Diversified random portfolio beats the benchmark (Nooresh)
Bandhan Bank files for IPO (Mint)
Interview with Arjun Divecha (ET)
New H1 B visa bill has IT industry worried (BS)
Chasing Stocks- 2018 (Bala)
The murky inconsistencies of Axis Hybrid Fund (MF Critic)
Presentation: Momentum Investing (Mystic Wealth)
Highest returns come in the beginning of bubbles (PAL)
Research: Market Timing, Sin a Little (Cliff Asness)
Upside Risk Management (Common Sense)
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New Year Resolution
Last year, I had made a resolution to read at least one non-fiction book in a week.
I was able to meet my target not wholly or in full measure, but very substantially.
Was able to read 42 books…the book reviews can be found here
I intend to follow this resolution this year also…think it will broaden my horizons to read non-finance books also.
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
Negative Working Capital Companies (AI)
Chart:The coming boom in steel (AI)
How ICICI Bank screwed it’s customers (Wire)
EPC Comparison: Working Capital Management (AI)
Portfolio of Manoj Modi (AI)
GNFC Shareholders: Time for caution? (AI)
My learnings in 2017 (Amit Jeswani)
Nifty target of 20,000 by…. (Vijay Pahwa)
The most expensive real estate in Mumbai (AI)
12 High Conviction Stock Ideas for 2018 (ET)