Hat Tip: Diveshbhai
Source: Speech of Chairman of Atul Ltd
This post is in continuation of my coat tailing series (see here)
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Govt of Singapore is one of the largest investors in the Indian Equity markets.
It’s top 5 Holdings as on 30 June,2017 as per stock exchanges is as given below:
| Company Name | NSE Symbol/BSE Code | Entity | Value (In Crores) |
| HDFC Bank Limited | HDFCBANK | Government of Singapore | 5058.67 |
| Housing Development Finance Corporation Limited | HDFC | GOVERNMENT OF SINGAPORE | 4887.54 |
| ITC Limited | ITC | Government of Singapore | 4484.09 |
| Infosys Limited | INFY | GOVERNMENT OF SINGAPORE | 4431.23 |
| ICICI Bank Limited | ICICIBANK | GOVERNMENT OF SINGAPORE | 2633.52 |
Some stuff I am reading today morning:
2000 Crores of IPOs in September (Mint)
FPI’s pull $2 Billion out of equities in August (ET)
India’s Big Bad Banks Idea (Bloomberg)
Investors are rushing into MF Equity (BL)
Over analyzing is dangerous (Subramoney)
Latest Investor Letter from Saber Capital (Saber)
Testing profitability of trading rules (Alpha Architect)
Why I hate auto loans (RetireBy40)
Stop frugality from leading to lifestyle deflation (FS)
9 things you should pay top $ for (Art of Manliness)
Here are the most clicked items on Alpha Ideas this week:
Infosys Whistle Blower Letter (AI)
Forecasting Folly- Goldman Sachs Edition (AI)
Converting to Rs.1,000 to Rs.65,00,000 (AI)
Caution for Birla MF Investors (MF Critic)
Portfolio of Atyant Capital (AI)
How Raamdeo Agrawal made a killing in unlisted scrips (AI)
CanFin Vs Repco Vs Gruh (Tankrich)
Thoughts on Wonderla Holidays (Ravichand)
Adani – The man noone wants to write about (Newslaundry)
Notes from Shakti Pumps Management Meet (Amit)
Note: The source of these letters is a WhatsApp forward and as such is unverified
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