Note: The source of these letters is a WhatsApp forward and as such is unverified
[pdf-embedder url=”https://alphaideas.in/wp-content/uploads/securepdfs/2017/08/Infy.pdf”]
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Weekend Mega Linkfest: August 24, 2017
Some off beat reads for the long weekend:
Rajnikanth’s cult following in Japan (SCMP)
Why Narayan Murthy needs to relearn rules of the Murthy Doctrine (Rama Bijapurkar)
Dateline Xinadu (Outlook)
How the US can pressure Pakistan (Atlantic)
The Triple Talaq Judgement (Irfan Habib)
Drones and UAV swarming (IDR)
How a shadowy Imam created the Barcelona terror cell (NYTimes)
Life in Damascus (Guardian)
Carl Icahn’s failed raid on Washington (New Yorker)
In India, education is just a line in the bio-data (J Murali)
Do owning Holiday Homes make any sense? (Team BHP)
Startup Story: Unocoin- a Bitcoin market place (YS)
Spoof: American soldiers could thrive in Afghanistan (Onion)
Short Story: Twice Born Place (IQ)
How Aamir became fat (Rajeev Masand)
Hat Tip: Ujwal
Dalal Street’s finest at Goldman Sachs are giving price targets based on FY23E EPS and P/E !
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Top 5 Holdings of Aberdeen in India
This post is in continuation of my coat tailing series (see here)
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Aberdeen 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) |
| Hero MotoCorp Limited | HEROMOTOCO | ABERDEEN EMERGING MARKETS FUND | 1.27 | 987.02 |
| Hero MotoCorp Limited | HEROMOTOCO | ABERDEEN GLOBAL INDIAN EQUITY LIMITED | 1.19 | 921.67 |
| Piramal Enterprises Limited | PEL | Aberdeen Global Indian Equity Limited | 1.89 | 856.79 |
| Container Corporation Of India Limited | CONCOR | Aberdeen Global Indian Equity Limited | 2.7 | 827.15 |
| Godrej Consumer Products Limited | GODREJCP | Aberdeen Global Indian Equity Limited | 1.33 | 818.27 |
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Linkfest: August 24, 2017
Some stuff I am reading today morning:
Markets entering festive season with skepticism (Quint)
Microcap Investing: How even astute investors can get cheated (MoneyLife)
PSU Bank Mergers: Putting lipstick on a pig (Mint)
MFI’s loan portfolio increases 26% (FE)
Survival strategies for brokerage firms (ET)
Who does Narayana Murthy speak for? (IIAS Advisory)
How to get rich with alternative investments (Common Sense)
Change the portfolio, or change the investor (Daniel Egan)
When there is blood in the streets (Of Dollars and Data)
Rejection and the four paths (Seth Godin)