Categories
Links

Linkfest: September 12, 2017

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)

Categories
Chart

Chart: MSCI EM Vs MSCI India

Source: Motilal Oswal Research

Categories
Speeches

RBI : Time is running out for PSU Banks

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?

Categories
CoatTailing

Top 5 Holdings of CLSA in India

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
Categories
Links

Linkfest: September 11, 2017

Some stuff I am reading today morning:

FPIs on selling spree (ET)

The sub-7 % reality (T N Ninan)

Modi Govt’s growth challenge (Mint)

Are stock brokers ready for longer trading days? (BL)

Soros’ worst trade (Macro Tourist)

Reinvestment Risk-Got any ideas? (Market Fox)

A boom in Copper is coming (Katusa)

Be the 1% in something (Financial Samurai)

The 4 fundamental skills of all investing (Collaborative Fund)

Asset Allocation: Let the Ball come to you (Prag Cap)