Source: William Easterly
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Paradox of Economic Models
Source: William Easterly
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Linkfest: February 15,2017
Some stuff I am reading today morning:
SEBI questions NSDL -Alpha Ideas had a minor role (MoneyLife)
Sasikala Convicted (BS)
FIIs go on a shopping spree (BL)
Small Savings schemes are better than FDs now (ET)
Is bubble risk elevated for US stocks? (Capital Spectator)
DSP Blackrock stops fresh inflows in Micro-Cap Fund (Quint)
3 signs that tell you to sell a Mutual Fund (Mint)
How Deepak Shahdadpuri’s unlikely bets paid off (Forbes)
Thoughts on buying vacation properties (Financial Samurai)
Maybe your customer is not trying to save money (Seth Godin)
Amazing how the two overriding beliefs of the Fed hiking rates and a Donald Trump presidency being hurtful for emerging markets has led us to a 9-year low in emerging market high yield credit spreads.–from Pension Partners
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Top 5 Holdings of Nalanda in India
This post is in continuation of my coat tailing series (see here)
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Nalanda is one of the most respected PE investors in India.
It’s top 5 holdings in India as on 31 December,2016 as per Stock Exchanges is given below:
| Company | NSE/BSE Symbol | Entity | # of Shares | % | Value (In Crores) |
| Page Industries Limited | PAGEIND | NALANDA INDIA FUND LIMITED | 1110735 | 9.96 | 1827.48 |
| Havells India Limited | HAVELLS | Nalanda India Equity Fund Limited | 33044930 | 5.29 | 1345.26 |
| Berger Paints (I) Limited | BERGEPAINT | Nalanda India Fund Ltd. | 50749406 | 5.23 | 1306.29 |
| AIA Engineering Limited | AIAENG | Nalanda India Equity Fund Limited | 9127809 | 9.68 | 1180.04 |
| Supreme Industries Limited | SUPREMEIND | NALANDA INDIA FUND LIMITED | 8176502 | 6.44 | 738.3 |