After doing so many trend analyses, I discovered that the best time to buy anything was 50% ago.
— R. Balakrishnan (@BalakrishnanR) December 16, 2015
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Risk is loss of purchasing power
Source:Value Propositions
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Linkfest:December 16,2015
Some stuff I am reading today morning:
Supreme Court likely to ban high-end diesel cars (BL)
Rakesh Jhunjhunwala on the markets (ET)
PAN mandatory for cash transactions above 2L (FE)
Looking back on 36 years of equity investing (Subramoney)
Stock Review: Havells India (Capital Mind)
How Anjan Chatterjee is staying ahead of the curve (Forbes)
How Heinz failed in India (OB)
Did we already have the post-Fed sell off? (TRB)
A house is an asset not an investment (AR)
Beware “New Paradigms” (Value Plays)
This post is in continuation of my coat tailing series (see here)
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The Government Pension Fund Global is a prominent FII investor in the Indian markets.
Its top 5 investments in India aggregating around Rupees 4,400 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity | Date End | # of Shares | % | Value (In Crores) |
| Hero MotoCorp Limited | HEROMOTOCO | GOVERNMENT PENSION FUND GLOBAL | 201509 | 2201931 | 1.13 | 553.57 |
| Ashok Leyland Limited | ASHOKLEY | GOVERNMENT PENSION FUND GLOBAL | 201509 | 65658344 | 2.31 | 564.66 |
| Tech Mahindra Limited | TECHM | GOVERNMENT PENSION FUND GLOBAL | 201509 | 15102848 | 1.57 | 812.53 |
| Bajaj Auto Limited | BAJAJ-AUTO | GOVERNMENT PENSION FUND GLOBAL | 201509 | 4425831 | 1.53 | 1062.20 |
| Axis Bank Limited | AXISBANK | GOVERNMENT PENSION FUND GLOBAL | 201509 | 33116360 | 1.39 | 1430.63 |
Categories
Linkfest:December 15,2015
Some stuff I am reading today morning:
Fed rate hike is a done deal (Bloomberg)
Teamlease gets SEBI nod for IPO (Mint)
SEBI attaches PACL assets in 49,100 Crore order (BS)
Ranbaxy acquisition:Sunny days ahead (VRO)
Latest bank FD rates (MyInvestmentIdeas)
7.6% NHAI tax free bonds (Apna Plan)
Financial Emergency Box (Credo Cap)
America’s middle class is an endangered species (Bill Bonner)
Forget winners.Its easier to identify losers (Value & Opportunity)
The short glorious life of a successful tech company (Aswath Damodaran)