Categories
Excerpts

When was the last time a Chairman Apologized?

Hat Tip: Diveshbhai

Source: Speech of Chairman of Atul Ltd

Categories
CoatTailing

Top 5 Holdings of Govt of Singapore in India

This post is in continuation of my coat tailing series (see here)

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

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

 

Categories
Links

Linkfest: August 28, 2017

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)

 

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

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)

Categories
Letters

Infosys Whistle Blower Letters

Note: The source of these letters is a WhatsApp forward and as such is unverified

[pdf-embedder url=”https://alphaideas.in/wp-content/uploads/securepdfs/2017/08/Infy.pdf”]