Portfolio of Miten Mehta
This post is in continuation of my coat tailing series (see here)
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Miten Mehta of Bellwether Capital is a well known investor in the Indian equity markets.
His significant portfolio holdings (in his personal capacity) as on 31 March,2017 as per stock exchanges is as given below:
| Company Name | BSE Code | Entity | % | Value (In Crores) |
| Astral Poly Technik Ltd | 532830 | Miten Mehta | 1 | 81.60 |
| Steelcast Ltd | 513517 | Miten Mehta | 1.98 | 3.76 |
| Sathavahana Ispat Ltd | 526093 | Miten Mehta | 1.08 | 2.04 |
Uday Kotak’s Warnings
In life as in cricket complacency or overconfidence is lethal. As Indian markets go up same is true. It is said"only paranoid survive"!
— Uday Kotak (@udaykotak) June 20, 2017
India implements 3 momentous changes:GST, RERA( real estate), IBC( bankruptcy). Can transform. But need focus on friction risk in short run.
— Uday Kotak (@udaykotak) June 26, 2017
Linkfest: June 27, 2017
Some stuff I am reading today morning:
15,000 Crore realty scam in Telangana (ET)
GST reform looks like an Indian wedding (Mint)
The misplaced propaganda by Indian Pharma (Dinesh Thakur)
Profile: Aditi Kothari Desai, DSP Blackrock (Forbes)
Why cold hard cash remains king (Bloomberg)
Save or invest? (Bala)
How Daniel Schwartz saved Burger King (BI)
Our unusual early retirement withdrawal strategy (RetireBy40)
Why I wanted to build a real estate empire (FS)
This time is really different (Bloomberg)
Weekend Mega Linkfest: June 23,2017
Some off beat reads for the long weekend:
How Uber’s CEO got fired (NYTimes)
Behind the MGR Seduction (Scroll)
The case of the Missing Rahul Gandhi (Jaggi)
Open letter by Sanjay Dixit to disgruntled IAS officers (Swarajya)
Pakistan-The undeclared Jihad Factory (EP Today)
How boy soldiers survived Boko Haram (NYTimes)
Confessions of a Cartel Hit Man (Men’s Journal)
American truckers are debt slaves (USA Today)
Being Donald Trump-The life of an impersonator (Guardian)
Travelogue: Iceland (AFar)
Japan in 72 Hours (Nat Geo)
When did we lose the game to Pakistan? (Great Bong)
Darjeeling Tea: A Second Flush (Open)
Mumbai Diary (Aniruddha Roy)
Why India needs a library movement (Caravan)


