Capacite Infraprojects is due for an IPO shortly. Backed by pedigreed investors, the Company has come a long way in a very short time.
Interesting to know that the MD of the Company is just a 12th Std Pass.
Perhaps my Granny was right after all:
Padhoge likhoge toh hoge kharab
Jo tum kheloge kudoge toh banoge Nawab
Some stuff I am reading today morning:
India’s real estate scene got messier (Vivek Kaul)
The tumultuous journey of Bharat Financial Inclusion (Mint)
IPO Review: Capacite Infraprojects (S P Tulsian)
Mahindra Group: Primed for a digital leap (Forbes)
33 SME stocks prove multi baggers (ET)
A fortress around Fortis Healthcare shares (Money Control)
A ‘Hard Stop’ to India’s consumption story? (Quint)
The Front Test (Common Sense)
What a sailboat race can teach about investing (Validea)
Event Horizon (Market Fox)
Source: Motilal Oswal Research
RBI Deputy Governor, Viral Acharya in his speech on 7 Sept, 2017 made the following comments:
Every few days, I wake up with a sense of restlessness that time is running out; we have created a due process for stressed assets to resolve but there is no concrete plan in place for public sector bank balance-sheets; how will they withstand the losses during resolution and yet have enough capital buffers to intermediate well the huge proportion of economy’s savings that they receive as deposits; can we end the Indian story differently from that of Japan and Europe?
This post is in continuation of my coat tailing series (see here)
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CLSA is a well known FPI 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) |
| United Spirits Limited | MCDOWELL-N | CLSA GLOBAL MARKETS PTE. LTD. | 609.73 |
| Hathway Cable & Datacom Limited | HATHWAY | Clsa Global Markets Pte. Ltd | 258.24 |
| Reliance Communications Limited | RCOM | CLSA GLOBAL MARKETS PTE. LTD. | 93.66 |
| Prism Cement Limited | PRISMCEM | CLSA Global Markets Pte. Ltd. | 65.77 |
| Shilpa Medicare Limited | SHILPAMED | CLSA GLOBAL MARKETS PTE. LIMITED | 59.13 |