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Linkfest:September 07,2015
Some stuff I am reading today morning:
Two Thirds of BSE 500 stocks are in a bear market (Mint)
Large Caps in a Sweeter Spot (BS)
Optimistic about investing in Indian Equities (Subramoney)
Motilal Oswal Research:Buy Coal India (MyIris)
How to choose an index fund in India (FreeFinCal)
Mutual Funds should use side pockets not gates (Prof Varma)
The long road of proving yourself as an investor (Fool)
When to double down on a position (Aleph)
The Brazilian Bovespa is the most interesting chart in the world (ZH)
The many uses of gold (DR)
Categories
Weekend Mega Linkfest:September 04,2015
Some off beat reads for the weekend:
14 Companies that caught Ratan Tata’s eye (Quint)
Top lies spread by Indian media in August 2015 (OpIndia)
Let’s call Pakistan’s nuclear bluff (DailyO)
How Trump invented Trump (Bloomberg)
Why Naresh Goyal is smiling (Forbes)
Thai Commercials:Great at making people cry (Atlantic)
A refugee’s odyssey from Syria to Sweden (Guardian)
The fortune teller of Kabul (Guardian)
Travelogue:Chattisgarh Chronicles (TeamBHP)
13 untold truths about selling to schools in India (Rodinhoods)
Insurance startup Coverfox gets 14 M$ funding (YS)
Some tales of Muslim Conversion to Hindus (Wire)
Why you hate Google’s new logo (New Yorker)
Why drivers in China intentionally kill pedestrians they hit (Slate)
How to save on your car insurance premiums (TeamBHP)
Categories
Market Neutral Strategy
Market goes up, Twitteratis make profits. Market goes down, Twitteratis make profits. Every morning they thank god for the Salaried Jobs 😉
— Prashanth (@Prashanth_Krish) September 4, 2015
Categories
Portfolio of Baring India
This post is in continuation of my coat tailing series (see here)
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Baring India is a well known Private Equity firm which has considerable investments in the listed space.
It’s significant holdings in India aggregating around Rupees 2,667 Crores (~400 Million $) as on 30 June,2015 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity | Date End | # of Shares | % | Value (In Crores) |
| BALMER LAWRIE INVESTMENTS LTD | 532485 | BARING INDIA PRIVATE EQUITY FUND III LISTED INV LTD | 201506 | 855623 | 3.85 | 24.64 |
| BALMER LAWRIE INVESTMENTS LTD | 532485 | BARING INDIA PRIVATE EQUITY FUND II LISTED INV LTD | 201506 | 285218 | 1.28 | 8.21 |
| Dabur India Limited | DABUR | BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED | 201506 | 26230000 | 1.49 | 777.85 |
| Indoco Remedies Limited | INDOCO | Baring India Pvt. Equity Fund III Listed Investment Ltd | 201506 | 3708301 | 4.02 | 134.46 |
| Kaya Limited | KAYA | Baring India Private Equity Fund III Listed Investments Ltd | 201506 | 147058 | 1.14 | 16.38 |
| KS Oils Limited | KSOILS | BARING PRIVATE EQUITY ASIA III MAURITIUS | 201506 | 35704070 | 7.78 | 5.17 |
| Manappuram Finance Limited | MANAPPURAM | BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED | 201506 | 79360973 | 9.43 | 212.69 |
| Manappuram Finance Limited | MANAPPURAM | BARING INDIA PRIVATE EQUITY FUND II LIMITED | 201506 | 26453439 | 3.14 | 70.9 |
| Marico Limited | MARICO | BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED | 201506 | 7352941 | 1.14 | 319.74 |
| MphasiS Limited | MPHASIS | BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED | 201506 | 4114679 | 1.96 | 170.72 |
| Muthoot Finance Limited | MUTHOOTFIN | BARING BINDIA PRIVATE EQUITY FUND III LIMITED | 201506 | 5167891 | 1.3 | 102.76 |
| Muthoot Finance Limited | MUTHOOTFIN | BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED | 201506 | 4827150 | 1.21 | 95.99 |
| Shilpa Medicare Limited | SHILPAMED | Baring India Private Equity Fund III Limited | 201506 | 3000000 | 7.78 | 265.88 |
| Shilpa Medicare Limited | SHILPAMED | Baring India Private Equity Fund III Listed Investments Limited | 201506 | 553712 | 1.44 | 49.07 |
| Sintex Industries Limited | SINTEX | Baring India Private Equity Fund III Listed Investments Ltd. | 201506 | 13961290 | 3.13 | 161.32 |
| TD Power Systems Limited | TDPOWERSYS | Baring India Private Equity Fund III Listed Investments Limited | 201506 | 805778 | 2.42 | 24.23 |
| Vardhman Holdings Limited | VHL | BARING INDIA PRIVATE EQUITY FUND III INVESTMENT LIMITED | 201506 | 71484 | 2.24 | 7.15 |
| Vardhman Textiles Limited | VTL | Baring India Private Equity Fund III Listed Investments limited | 201506 | 2002936 | 3.15 | 150 |
| Zydus Wellness Limited | ZYDUSWELL | Baring India Private Equity Fund III Listed Investments Limited | 201506 | 767919 | 1.97 | 70.03 |