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Weekend Mega Linkfest:November 14,2014
Some off beat reads for the weekend:
Indian Government:The full lotus (Economist)
Nehru’s son-in-law (Open)
The falsehoods of Rajdeep Sardesai (Newslaundry)
Luxurious hotels that prosperous travelers love the most (ForbesIndia)
Repeal 66A (MediaCrooks)
The Bonanza Bean:Coffee (NationalGeographic)
Just how inflated are parent’s opinions about their kids? (BusinessWeek)
A black entrepreneur in Silicon Valley (FastCompany)
The story of Tupperware (MentalFloss)
How one man went from homeless to CEO (Inc)
In Pictures:Poll affidavits of various politicians (UnrealTimes)
Travelogue:Phuket (TeamBHP)
Dependable luxury cars for 10-15 Lakhs (TeamBHP)
The return of the Dollar (El Erian)
Mount Kailash:The mountain no one can climb (Sanskriti)
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Portfolio of GMO in India
This post is in continuation of my coat tailing series (see here)
To know what other top investors are buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter
GMO run by the legendary Jeremy Grantham is one of the largest fund managers in the world.
Their significant holdings in India as on 30 Sept,2014 as per Stock Exchanges is given below:
| Symbol | Entity | # of Shares | % | Date End |
| ABAN | GMO EMERGING MARETS | 1299231 | 2.28 | 201409 |
| ASHOKA | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 2358052 | 1.49 | 201409 |
| CARERATING | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 519860 | 1.79 | 201409 |
| CENTURYPLY | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 6612462 | 2.98 | 201409 |
| GAYAPROJ | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 2159132 | 7.14 | 201409 |
| HDIL | GMO EMERGING MARKETS FUND | 8012886 | 1.91 | 201409 |
| JAIBALAJI | GMO EMERGING MARKET FUND | 2717500 | 3.68 | 201409 |
| JINDALSAW | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 3334166 | 1.21 | 201409 |
| JKIL | GMO Emerging Domestic Oppoprtunites Fund | 981648 | 3.05 | 201409 |
| JKLAKSHMI | GMO Emerging Domestic Opportunities Fund | 1204806 | 1.02 | 201409 |
| KIRIINDUS | GMO Emerging Markets Fund | 1125726 | 5.92 | 201409 |
| REPCOHOME | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 719385 | 1.16 | 201409 |
| TECHNO | GMO EMERGING DOMESTIC OPPORTUNITIES FUND | 1245980 | 2.18 | 201409 |
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Goldman Sachs:New oil order coming in 2015
Categories
Linkfest:November 14,2014
Some stuff I am reading today morning:
Dolly Khanna:The star of the current bull run (ET)
Is it better to lease a car or to buy one? (Mint)
Gold is a lousy investment right now (FirstBiz)
Forex investors face 1 Billion $ loss as trade site vanishes (Bloomberg)
10 ideas to create passive income (JagoInvestor)
Larry Page:The most ambitious CEO in the Universe (Fortune)
Invest like a billionaire (Barrons)
A massive debt bubble waiting to be flattened (BillBonner)
What the stock market can teach you about your own personality (Guardian)
Can gold collapse to 700$/oz ? (Yahoo)