Categories
Links

Linkfest: May 04,2017

Some stuff I am reading today morning:

What IRB’s InvIT IPO offers investors (Quint)

IPO Analysis: HUDCO (SP Tulsian)

Cabinet clears ordinance to tackle NPAs (Mint)

Essar MD, Mumbai IT Commissioner arrested (MC)

Two sectors that will make money (Motilal Oswal)

Why are so many houses vacant in India? (Ajay Shah)

India’s Silicon Valley is dying of thirst (Wired)

Mercedes-Benz in India (Forbes)

Startup Story: Fingerlix (OB)

The great Vanilla shortage of 2017 (Climateer)

Categories
Steel

India Steel : Industry Analysis

Source: National Policy on Steel

Categories
CoatTailing

Portfolio of Kanchan Sunil Singhania

This post is in continuation of my coat tailing series (see here)

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Kanchan Sunil Singhania is the better half of Sunil Singhania, CIO,-Equity, Reliance Mutual Fund

Her investments in her personal capacity as on 31 March,2017 as per Stock Exchanges is given below:

Company Name NSE Symbol/BSE Code Entity % Value (In Crores)
Cambridge Technology Enterprises Ltd CTE KANCHAN SUNIL SINGHANIA 1.45 2.45
Sunil Healthcare Ltd 537253 KANCHAN SUNIL SINGHANIA 2.87 2.76
Categories
Chart

Chart: Macro Economic Changes happening in India

Source: RBL Bank Presentation Q4/FY17

Categories
Links

Linkfest: May 03, 2017

Some stuff I am reading today morning:

Indian Govt will soon loosen purse strings (Bloomberg)

Interview with Ajay Bagga (ET)

MP shifts to Jan-Dec fiscal year (Mint)

Two sub-prime shocks betray India’s micro-lenders (Quint)

This time seems very,very different (GMO)

Rising sea levels impacting the real estate market (Scientific American)

There are no guarantees (Mr.Money Mustache)

Death by Euphoria (DR)

When to sell a bull market (Hedgeye)

Investor VCs and Operator VCs (A VC)