Categories
Links

Linkfest: 4 Feb,2014

Some stuff I am reading today morning:

Emerging markets are badly served by ETFs (FT)

Delhi govt wants to suspend licenses of discoms (Mint)

Audit finds NSEL turnover to be artificial (FE)

Smart ways to manage your home loan interest burden (ET)

Mumbai residents ride a symbol of modern India (NYTimes)

5 tips for younger investors who are just starting out (FinancialPost)

How Goldman Sachs rescued Libya (DailyBeast)

John Bogle’s epiphany changed the investment world (RickFerri)

India’s worst journalists – 2014 (Mediacrooks)

3 Boring Billion Dollar Ideas (DailyReckoning)

Categories
CoatTailing

Portfolio of LTR Focus Fund in India

This post is in continuation of my coat tailing series (see here)

LTR Focus Fund is a well known FII which invests in the Indian markets.

Their significant portfolio holdings as on 31 Dec,2013 as per stock exchanges is as given below:

Symbol Entity No of Shares % Date End
KPIT LTR Focus Fund 3200000 1.65 201312
PAGEIND LTR FOCUS FUND 155646 1.4 201312
SHRIRAMCIT LTR Focus Fund 672116 1.13 201312
VGUARD LTR Focus Fund 701250 2.35 201312

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Categories
Image

Demographics:Africa is the new Asia

Categories
Video

Panic in Emerging Markets Sparks Flight to Dollar

Categories
Links

Linkfest:Feb 03,2014

Some stuff that I am reading today morning:

SEBI dismisses officer for gross misconduct (Mint)

Another nail in the coffin for Indian roads (Firstpost)

Bajaj Finance:Buy (BL)

AAP media gimmick steals Didi’s thunder (UsualSuspects)

A 2x in 3 years (ValueInvestor)

Can one earn money by blogging? (BeMoneyAware)

Professors to EM Economies:Grow up (TRB)

Harvards’ post crisis Endowment strategy (AdvisorPerspectives)

Retiring on your own terms (Moneybeat)

Buy what you know?Not so fast (Blackrockblog)