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Is $40 Oil Possible?
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Linkfest:December 02,2014
Some stuff that I am reading today morning:
Is oil about to cause a global financial crisis? (Bloomberg)
Crude Oil prices could dip below 40$ a barrel (ET)
Lessons from oil’s Black Friday (MoneyBeat)
Foreign investors scramble for space in mid-caps (BS)
Amit Shah Vs Mamta Didi (Firstpost)
Bharat Bill Payment System-Now pay all your bills at one point (BasuNivesh)
Evergreen lessons from Buffett and Munger (IrrelevantInvestor)
Bad habits of unprofitable traders (BigPicture)
10 best Steve Jobs emails (CNNMoney)
The Litter Mafia and the extraneous noise (MediaCrooks)
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Portfolio of CX Partners in India
This post is in continuation of my coat tailing series (see here)
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CX Partners headed by Ajay Relan is a prominent PE firm.Their significant listed portfolio holdings as on 30 Sept,2014 as per stock exchanges is as given below:
Security Name | Enity Name | # of Shares | % | Symbol | Date End | Value in Crores |
Karur Vysya Bank Limited | CX SECURITIES LIMITED | 2523052 | 2.09 | KARURVYSYA | 201409 | 131.3 |
KPIT Technologies Limited | CX SECURITIES LIMITED | 6421411 | 3.28 | KPIT | 201409 | 108.14 |
KPIT Technologies Limited | CX PARTNERS FUND 1 LIMITED | 5081357 | 2.6 | KPIT | 201409 | 85.57 |
Natco Pharma Limited | CX SECURITIES LTD | 1700000 | 5.14 | NATCOPHARM | 201409 | 223.87 |
The South Indian Bank Limited | CX SECURITIES LIMITED | 44868583 | 3.33 | SOUTHBANK | 201409 | 123.16 |
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