Linkfest:April 22, 2013
Some stuff I am reading today morning:
Tata faces crisis as $20 Billion spent on water (Bloomberg)
Equities may see comeback as gold slumps (Mint)
Weaker Yen could spell trouble for Emerging Markets (ET)
India lobbies credit rating firms for an upgrade (WSJ)
ULIP investors running for cover (BusinessLine)
The biggest average-down in history (TRB)
The fundamentals of market tops (AlephBlog)
Jim Chanos Presentation on China (BI)
Gerald Loeb’s market wisdom (BigPicture)
Thoughts on gold as an investment (AswathDamodaran)
Another one bites the dust (NihonCassandra)
This post is in continuation of my coat tailing series (see here).
The portfolio of the Government of Singapore in India as on 31 March, 2013 as per stock exchanges websites is given below:
| Company | Entity | # of Shares | % |
| HDFC Bank | Government of Singapore | 30385685 | 1.28 |
| Infosys | Government of Singapore | 7956790 | 1.39 |
| Tata Steel | Government of Singapore | 16417074 | 1.69 |
| Zee Entertainment | Government of Singapore | 14740154 | 1.55 |
| Anant Raj | Government of Singapore Investment Corporation Pte Ltd | 12403490 | 4.2 |
| Patel Engineering | Government of Singapore | 896187 | 1.28 |
| ICICI Bank | Government of Singapore | 24773024 | 2.15 |
| Indusind Bank | Government of Singapore | 5435129 | 1.04 |
| IDFC | Government of Singapore | 16311597 | 1.08 |
| Tulip Telecom | Government of Singapore | 7654328 | 5.28 |
| DLF | Government of Singapore | 24536296 | 1.44 |
| DB Corp | Government of Singapore | 2004655 | 1.09 |
| Bajaj Finserv | Government Of Singapore | 4948812 | 3.11 |
| Multi Commodity Exchange | Government of Singapore Investment Corporation A/c | 578660 | 1.13 |
| VA Tech Wabag | Government Of Singapore | 766260 | 2.89 |
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Site Review:Quants Partner
This post is in continuation of my site review series (see here)
Quants Partner is a website which offers pictorial representations of a company’s financial results in pdf format
It offers two facilities-an overview/financial model.
The overview is a 6 page report consisting of charts such trend in top line/botttom line,operating growth, margin, growth(%) etc
The financial model is an excel file which investors can use to probe deeper into a stock.
Would strongly recommend readers interested in stock research to check out this site