Source:Mint
Linkfest:November 23,2015
Some stuff I am reading today morning:
How a Mumbai couple created a 7 Lakh Crore dubious firm (ET)
Is the bubble bursting for India’s online startups? (Mint)
Govt working to curb domestic flow of black money (BS)
Symphony founder Achal Bakeri Lecture (Prof. Sanjay Bakshi)
Analysis:Ratnamani Metals & Tubes (Vijay Malik)
IIFL Research Report:Railway Stocks (RJ)
Faulty Assumptions (Common Sense)
Last decent shot at making 680% in China IPOs (Bloomberg)
How the next global financial meltdown will unfold (DR)
Goldman eyes $20 oil (Telegraph)
How Rajiv Gandhi justified 1984 riots
Weekend Mega Linkfest:20 November,2015
Some off beat reads for the weekend:
India & Pakistan are victims of self-induced myopia (Salman Khurshid)
Gossip:Who will replace Amit Shah? (GossipGuru)
The financial angle behind Sheena Bohra’s murder (Quint)
Girish Karnad:The many masques of the playwright (Sandeep)
The badlands of Meghalaya (Swarajya)
Life as a drone operator (Guardian)
Paris Attacks:The John Oliver Response (YouTube)
Terrorism does not have a religion,but terrorists do (Tarak Fateh)
Ending blowback terrorism (Jeffrey Sachs)
The Dadri Truth-Personal Grudge twisted into a Communal Killing (Quint)
Food Fight between Hindus and Muslims in Indonesia (Caravan)
Romania:The murderers next door (Guardian)
The Silicon Valley Suicides (Atlantic)
Travelogue: Murshidabad (TeamBHP)
Startup:Namastecraft (YS)
Portfolio of Wasatch 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
Wasatch is a well known FII investor in India.
Its investments in India aggregating around Rupees 600 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:
Company Name | Symol | Entity | Date End | # of Shares | % | Value (In Crores) |
City Union Bank Limited | CUB | WASATCH CORE GROWTH FUND | 201509 | 6656038 | 1.11 | 59.17 |
Jubilant Foodworks Limited | JUBLFOOD | WASATCH SMALL CAP GROWTH FUND | 201509 | 1491986 | 2.27 | 226.63 |
Marksans Pharma Limited | MARKSANS | WASATCH EMERGING MARKETS SMALL CAP FUND | 201509 | 9906602 | 2.42 | 100.7 |
Natco Pharma Limited | NATCOPHARM | WASATCH EMERGING MARKETS SMALL CAP FUND | 201509 | 349737 | 1 | 89.8 |
Persistent Systems Limited | PERSISTENT | WASATCH EMERGING MARKETS SMALL CAP FUND | 201509 | 819689 | 1.02 | 54.43 |
Repco Home Finance Limited | REPCOHOME | WASATCH EMERGING MARKETS SMALL CAP FUND | 201509 | 915120 | 1.47 | 62.87 |