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Relax…my broker says
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Linkfest: 01 August,2014
Some stuff I am reading today morning:
Amul 2.0 (ET)
Is it time to increase your equity allocation? (Mint)
Mutual Funds join FII led Dalal Street party (BS)
IDFC Bank’s strategy (BL)
Tax Deferral is a brillaint tax saving strategy (Subramoney)
When entertainment passes for investment advice (Bloomberg)
Popular stocks stink (Patrick)
Value Investing:Can you withstand the pain? (AlphaArchitect)
You really can create money out of thin air (Climateer)
Investment Outlook by Bill Gross (Pimco)
Hat Tip Kevin
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Portfolio of Vijay Kedia
This post is in continuation of my coat tailing series (see here)
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Vijay Kedia is a well known investor in the Indian Equity Markets.
His significant holdings in India as on 30 June,2014 as per Stock Exchanges is given below:
| Symbol | Entity | # of Shares | % | Date End |
| ATULAUTO | KEDIA SECURITIES PVT LTD | 810500 | 7.39 | 201403 |
| ATULAUTO | VIJAY KISHANLAL KEDIA | 990095 | 9.02 | 201403 |
| CERA | VIJAY KISHANLAL KEDIA | 300000 | 2.37 | 201406 |
| LIBERTSHOE | KEDIA SECURITIES PRIVATE LIMITED | 175000 | 1.03 | 201403 |
| Lykis | Vijay Kishanlal Kedia | 3234383 | 17.57 | 201406 |
| Lykis | Kedia Securities Pvt Ltd | 1333335 | 7.24 | 201406 |
| REPRO | VIJAY KISHANLAL KEDIA | 275267 | 2.52 | 201406 |
| STEWARTQ | Vijay Kishanlal Kedia | 142014 | 4.73 | 201406 |
| SUDARSCHEM | VIJAY KISHANLAL KEDIA | 110997 | 1.6 | 201403 |