Linkfest: May 20,2016
Some stuff I am reading today morning:
India’s equity returns story (Akash Prakash)
Screws on P-Notes tightened (BL)
The world’s largest momentum strategy (Common Sense)
HSBC to close half of India branches (Bloomberg)
MidCap stocks for 2020 (Spark Capital)
Investing in debt funds-An insider’s perspective (Vipin)
The return of the Gulf Malayalee (Mint)
Overconfident Enemy in the Mirror (Swedroe)
Return Seasonalities are everywhere (AA)
How to stack the odds in your favor (II)
Portfolio of Narendra Kumar Agarwal
This post is in continuation of my coat tailing series (see here)
To know what other top investors areĀ buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter
Narendra Kumar Agarwal is a well known investor in the Indian markets.
His significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:
Company Name | Symbol | Entity Name | Date End | # of Shares | % | Value (In Crores) |
APL Apollo Tubes Limited | APLAPOLLO | NARENDRA KUMAR AGARWAL | 201603 | 535957 | 2.29 | 47.15 |
Astec LifeSciences Limited | ASTEC | NARENDRA KUMAR AGARWAL | 201603 | 857762 | 4.41 | 20.47 |
AXISCADES Engineering Technologies Limited | AXISCADES | NARENDRA KUMAR AGARWAL | 201603 | 375000 | 1.38 | 10.35 |
Genus Power Infrastructures Limited | GENUSPOWER | NARENDRA KUMAR AGARWAL | 201603 | 2734878 | 1.06 | 15.32 |
GHCL Limited | GHCL | Narendra Kumar Agarwal | 201603 | 1500000 | 1.5 | 22.21 |
Himatsingka Seide Limited | HIMATSEIDE | NARENDRA KUMAR AGARWAL | 201603 | 2250000 | 2.29 | 52.13 |
Maxwell Industries Ltd | MAXWELL | NARENDRA KUMAR AGARWAL | 201603 | 2913118 | 4.41 | 15.14 |
Nilkamal Limited | NILKAMAL | Narendra Kumar Agarwal | 201603 | 425317 | 2.85 | 53.82 |
Chart:Realty as an Asset Class
Source: Forbes India
Linkfest: May 19,2016
Some stuff I am reading today morning:
PNB creates history by having largest loss in Indian Banking (Mint)
Parag Milk to list today (Hindu)
Faltering overseas demand for India debt (Bloomberg)
Jaiprakash Gaur on his life and work (OB)
Research Report:Indian Pharma (Motilal Oswal)
Nestle 2.0:Back to Basics with a new strategy (Forbes)
Stan Druckenmiller Presentation:”This is the Endgame” (ZeroHedge)
How epic fortunes were created during California gold rush (Priceonomics)
Why diamonds could be a better investment than gold (FE)
When Keynes gave up on market timing (Climateer)