Categories
5Stocks

Software biggies had a rocking July 2013

I had blogged earlier (here and here) about how Export oriented stocks have become the new meme amongst the investing community.

For subscribers of the Investor Wisdom Newsletter,I had mentioned the stocks where LIC had poured money in the last quarter.

So it turns out that software biggies were the biggest gainers of July 2013 as can be seen from the table below:

Symbol Close on 28 June,2013 Close on 30 July,2013 Gain
OFSS 2699 2958.7 9.62%
TECHM 1059.8 1246.3 17.60%
INFY 2498.85 2969.65 18.84%
TCS 1518.15 1815.5 19.59%
HCLTECH 776 937.55 20.82%
WIPRO 349 438 25.50%
Categories
InvestorPresentations

Investor Presentation:MHRIL July 2013

[gview file=”https://alphaideas.in/wp-content/uploads/2013/08/20130731145552.pdf”]

Categories
Tweets

Manmohan Singh takes India back to 1991

Categories
Video

India’s record outflows deepen

Categories
Links

Linkfest:Aug 02,2013

Some stuff that I am reading today morning:

Asset Allocation Strategies (MebaneFaber)

NSEL Crisis:Trajectory of how things went wrong (ET)

The $25 Billion between India and a crisis (Mint)

IAS is dead (Firstpost)

Check your ULIP performance (BasuNivesh)

How to profit from stealth inflation (DailyReckoning)

What I learned from George Soros (25IQ)

Greenlight…Redlight? (NihonCassandra)

Did Goldman Sachs overstep in criminally charging its programmer (MichaelLewis)

John Paulson speaks out (InstitutionalInvestor)