Source: Kotak Research Report
Source: Kotak Research Report
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RKEC Projects: How we got swindled
Source: DRHP Filings of RKEC Projects
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Sysco: No smoke without fire?
Source: Exchange Filings of Sysco Industries
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Linkfest: 03 April,2018
Some stuff I am reading today morning:
Ugly sell off in US stocks (CNBC)
RBI allows banks to spread trading losses (Reuters)
Two bank bosses in the eye of a storm (ET)
CBI inquiry into ICICI Bank likely to be a fishing expedition (Jaggi)
Rajiv Kochhar denies dealings with ICICI Bank (Mint)
Ratan Tata speaks on Tata Motors (BS)
Poor listing of Sandhar Technologies (BL)
Are you over paying for diagnostic businesses? (Dhruva Pandey)
Understanding the real estate sector in India (Dhruv Saraf)
How do I lose less money this year? (Bala)
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Portfolio of EQ India Fund
This post is in continuation of my coat tailing series (see here)
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EQ India Fund is managed by Porinju Veliyath who has a wide following in the Indian Equity Markets.
It’s significant Holdings as on 31 Dec,2017 as per Stock Exchanges is given below:
| Company Name | NSE Symbol/BSE Code | Entity | Value (In Crores) |
| BCL Industries & Infrastructures Ltd | 524332 | Eq India Fund | 6.43 |
| Leel Electricals Ltd | 517518 | Eq India Fund | 5.36 |
| Liberty Shoes Ltd | LIBERTSHOE | Eq India Fund | 3.86 |
| Shalimar Paints Ltd | SHALPAINTS | EQ INDIA FUND | 2.84 |