Categories
Links

Linkfest: October 11, 2017

Some stuff I am reading today morning:

GIC IPO opens today (MC)

Tata’s N Chandra: Well begun is half done (Mobis)

Indian startups raised 3,000 Crores last week (Quint)

Raymond: Singhanias Vs Singhanias (ET)

Should you tender in the Infosys buyback? (FE)

A Natural Gas Exchange is on its way (BS)

How to calculate annualized return (XIRR) from a stock investment (FreeFincal)

House of Saud bows to Putin – Why Crude Oil is headed higher (ATimes)

Thaler changed my life and everyone else’s (Bloomberg)

Interview with UBS: Banker to the Billionaires (Bloomberg)

Categories
CoatTailing

Top 5 Holdings of Arisaig 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

Arisaig is a prominent FPI investor in the Indian Equity Markets.

Its top 5 holdings as on 30 June,2017 as per stock exchanges is as given below:

Company Name Symbol Entity Value (In Crores)
Future Retail Limited FRETAIL Arisaig Partners (Asia) Pte Ltd. A/C Arisaig India Fund Limited 1678.98
Britannia Industries Limited BRITANNIA ARISAIG PARTNERS (ASIA) PTE LTD. A/C ARISAIG INDIAFUND LIMITED 1534.42
Godrej Consumer Products Limited GODREJCP Arisaig Partners (Asia) Pte Limited A/c Arisaig India Fund Limited 1329.07
Trent Limited TRENT Arisaig Partners (Asia) Pte Ltd. A/C Arisaig India Fund Limited 1022.29
Colgate Palmolive (India) Limited COLPAL Arisaig Partners (Asia) Pte Ltd. A/C Arisaig India Fund Limited 1001.61
Categories
Excerpts

How India Spends

Categories
MegaTrends

Mega Trend: India’s Per Capita Electricity Consumption

Source: Annual Report 2016-17 of Skipper Ltd

Categories
Links

Linkfest: October 10, 2017

Some stuff I am reading today morning:

Upto 33,000% return in 10 years (ET)

Govt expects economic revival by early 2018 (MC)

Offer for sale dominate IPOs (Mint)

The grooming of Rishad Premji (ET)

India Vs China (T Ninan)

Buffett,Munger and disruptive technology (Morningstar)

Brief thoughts on VC Fund Management (Semil Shah)

Notes on the CESC demerger (MNACritique)

When mean reversion fails (Pension Partners)

The shallow benefit of deep liquidity (CF)