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How the media interprets the Bihar results
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Linkfest:09 November,2015
Some stuff I am reading today morning:
Nervous Dalal Street dreads a sell off today (ET)
What is IDFC Bank worth? (Gaurav)
Give the dividend its due (BL)
Kishore Biyani predicts death for online grocery players (ET)
Stay calm and have faith in Modi (Subramoney)
Kotak Research:Muhurat picks 2015 (RJ)
SEC Case: Using fake tweets to influence stock prices (SEC)
RIP Bric (TRB)
The power of common sense (Fool)
How amateur investors can beat the pros (Barry)
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Weekend Mega Linkfest:07 November ,2015
Some off beat reads for the weekend:
How we valued value (Bibek Debroy)
Decoding the habits of the one-eyed intellectual (Tufail Ahmad)
The Sangh’s loosening grip on its fringe elements (Caravan)
Why Bihar polls are crucial for Sanjay Joshi (Scroll)
Is the clock turning back in J&K ? (Newslaundry)
The second most famous thing to happen to Hiroshima (R&K)
Burt Reynolds isn’t broke but he has a few regrets (Vanity Fair)
China’s One Child Calamity (Project Syndicate)
Travelogue:Mana Pass (Team BHP)
A fintech startup called Rupeevest (YS)
How to get things done with Trello (Labnol)
Integrity Vs High Performance (Subroto Bagchi)
Revisiting Slumdog Millionaire(Koenraad)
Programmers should not call themselves engineers (Atlantic)
Movie Review:Spectre (New Yorker)
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Carl Icahn on Long Term Investing
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Portfolio of Oppenheimer in India
This post is in continuation of my coat tailing series (see here)
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Oppenheimer is a well known FII which invests in the Indian Equity Markets
It’s significant holdings in India aggregating around Rupees 30,000 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:
| Company | Symbol | Entity | Date End | # of Shares | % | Value (In Crores) |
| Ambuja Cements Limited | AMBUJACEM | Oppenheimer Developing Markets Fund | 201509 | 26733891 | 1.72 | 558.6 |
| Apollo Hospitals Enterprise Limited | APOLLOHOSP | Oppenheimer Developing Markets Fund | 201509 | 12086295 | 8.69 | 1699.33 |
| Bayer Cropscience Limited | BAYERCROP | OPPENHEIMER INTERNATIONAL SMALL COMPANY FUND | 201506 | 410143 | 1.12 | 146.01 |
| Cipla Limited | CIPLA | Oppenheimer Developing Markets Fund | 201509 | 13835365 | 1.72 | 943.85 |
| Colgate Palmolive (India) Limited | COLPAL | OPPENHEIMER DEVELOPING MARKETS FUND | 201506 | 2423484 | 1.78 | 228.01 |
| Cyient Limited | CYIENT | Oppenheimer International Small co fund | 201509 | 5848235 | 5.2 | 317.56 |
| Dr. Reddy’s Laboratories Limited | DRREDDY | OPPENHEIMER DEVELOPING MARKETS FUND | 201509 | 7255073 | 4.25 | 3038.71 |
| Glenmark Pharmaceuticals Limited | GLENMARK | Oppenheimer Developing Markets Fund | 201509 | 6412001 | 2.27 | 659.51 |
| Hero MotoCorp Limited | HEROMOTOCO | OPPENHEIMER INTERNATION GROWTH FUND | 201506 | 3883251 | 1.94 | 1008.11 |
| Housing Development Finance Corporation Limited | HDFC | OPPENHEIMER DEVELOPING MARKETS FUND | 201509 | 67480476 | 4.28 | 9028.21 |
| Indraprastha Gas Limited | IGL | OPPENHEIMER INTERNATIONAL SMALL COMPANY FUND | 201509 | 1869377 | 1.34 | 90.53 |
| Infosys Limited | INFY | OPPENHEIMER DEVELOPING MARKETS FUND | 201509 | 51350215 | 2.24 | 5904.76 |
| Kaveri Seed Company Limited | KSCL | OPPENHEIMER INTERNATIONAL SMALL COMPANY FUND | 201509 | 1027727 | 1.49 | 51.48 |
| MindTree Limited | MINDTREE | OPPENHEIMER INTERNATIONAL SMALL COMPANY FUND | 201509 | 1840566 | 2.2 | 274.23 |
| Oberoi Realty Limited | OBEROIRLTY | Oppenheimer International Small Company Fund | 201509 | 4829461 | 1.42 | 130.73 |
| PI Industries Limited | PIIND | Oppenheimer International Small Company Fund | 201509 | 2588639 | 1.9 | 174.24 |
| Rallis India Limited | RALLIS | OPPENHEIMER INTERNATIONAL SMALL COMPANY FUND | 201509 | 2473291 | 1.27 | 52.2 |
| UltraTech Cement Limited | ULTRACEMCO | Oppenheimer Developing Markets Fund | 201509 | 3881542 | 1.41 | 1126.04 |
| Zee Entertainment Enterprises Limited | ZEEL | Oppenheimer Devloping Marketing Fund | 201509 | 77074068 | 8.02 | 3330.76 |
| Zee Entertainment Enterprises Limited | ZEEL | Oppenheimer Global Fund | 201509 | 13094125 | 1.36 | 565.86 |