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CoatTailing

Portfolio of Alchemy India Long Term Fund

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

Alchemy India Long Term Fund is a Mauritius based FII .It is managed by Rakesh Jhunjhunwala’s Alchemy Capital.

Its portfolio as per stock exchanges’ site is given below:

Company Name Date End # of Shares %
Honda Siel Power 201209 150000 1.48
Zenith Infotech 201209 181572 1.43
Repro India 201209 150000 1.38
Dynamatic Tech 201212 71500 1.32
TTK Healthcare 201212 90000 1.16
Diamond Power Infra 201212 550000 1.48

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Infographics

Infographic: The history of sales

The History of Sales [Infographic]
© 2012 ProMarketing Leads.

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Video

More brokers throwing in the towel in the US

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Video

Why emerging markets matter

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Links

Linkfest:Jan 28,2013

Some stuff that I am reading today morning:

Punters should make small bets till RBI action on Jan 29 (FirstPost)

Fund houses rush to launch Rajiv Gandhi Equity scheme (FE)

FII shareholding in Indian firms at 6 year high (Mint)

The ‘parent’ takes over at the Mahindra Group (BS)

Dilip Kumar’s brothers drag him to court (MumbaiMirror)

Soon outer Delhi may grow vertically (ET)

IRFC tax free bonds issue details (OneMint)

Why Jeremy Grantham is wrong (DailyReckoning)

Its comforting (TRB)

How should Bill Acman and Carl Icahn settle this thing? (Dealbreaker)