Source: Credit Suisse Research
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Chart: India Housing Finance Market
Source: Credit Suisse Research
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Portfolio of Govindlal Parikh
This post is in continuation of my coat tailing series (see here)
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Govindlal M Parikh is a well known investor in the Indian Equity Markets.
His top holdings as on 30 September,2017 as per stock exchanges is as given below:
| Company Name | Symbol | Entity | Value (In Crores) |
| EID Parry India Ltd | EIDPARRY | GOVINDLAL M PARIKH | 131.7 |
| Ramco Industries Ltd | RAMCOIND | Govindlal M Parikh | 117.3 |
| Sundaram Fasteners Ltd | SUNDRMFAST | GOVINDLAL M PARIKH | 234.5 |
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Linkfest: Nov 06, 2017
Some stuff I am reading today morning:
Reliance Nippon to list today (Quint)
Paradise Papers: Black Money of India Inc (IE)
Mass purge in Saudi Arabia (NYTimes)
Most stocks listed this year trading below IPO price (Mint)
Real Estate: Hard landing but also big winners (Saurabh Mukherjea)
Hiring trend loses pace at IT Companies (FE)
SEBI court sends Ketan Parekh to judicial custody (BL)
Interview with Unichem’s MD (Quint)
Axis Bank – The Mis-Seller (Bala)
The real law of averages (Seth Godin)
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CNBC turning into a Cartoon Channel
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Top Clicks on Alpha Ideas This Week
Here are the most clicked items on Alpha Ideas this week:
The #1 Reason why Indians are flocking to Equities (AI)
Why TCI is better than Berkshire Hathway (AI)
Sajjan Jindal Ko Gussa Kyon Aaya (AI)
CCC Ltd: Every penny counts (AI)
Why PE funds are getting attracted to steel sector (Vikas)
The biggest stock collapse in world history (Bloomberg)
Uflex Ltd: A mispriced bet? (Jiten Parmar)
India is now the world’s most expensive market (ET)
Godavari Power & Ispat: A turnaround case? (Niteen Dharmawat)
India Mortgages: The coming boom? (AI)