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Linkfest:Jan 2, 2012
Some stuff that I am reading today morning:
Bankers deluged as debt party turns to revamp (Bloomberg)
K Krishna Kumar on Ratan Tata (Rediff)
Global investors go solo in India (BS)
After battering, telcos to charge more (BS)
The Shale Revolution’s shifting geopolitics (NYTimes)
Financial planning shocks (Subramoney)
Best ideas and stuff of 2012 (DalalStreet)
10 things you should do everyday to improve your life (Barkingupthewrongtree)
The Hindu hating vermin of Bollywood (Mediacrooks)
Peak Gundlach? (ResearchPuzzle)
Why denial is bad business (Rodinhood)
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Portfolio of Enam Capital
This post is in continuation of my coat tailing series (see here)
Enam is a well known capital markets intermediary in India.
Their latest portfolio holdings (as on Sept 2012) as per stock exchanges sites is shown below:
| Company Name | Entity | # of Shares | % |
| MRF | Enam Shares & Securities Pvt Ltd | 266713 | 6.29 |
| Munjal Showa | Enam Shares & Securities Pvt Ltd | 2737000 | 6.84 |
| IP Rings | Enam Shares & Securities Pvt Ltd | 501625 | 7.12 |
| Redex Protech | Enam Securities Pvt Ltd | 185000 | 2.75 |
| Sterling Tools | Enam Investment Services Pvt Ltd | 120000 | 1.75 |
| ISGEC Heavy Engg. | Enam Investment Services Pvt Ltd | 75000 | 1.02 |
| Rane Engine Valve | Enam Shares & Securities Pvt Ltd | 478890 | 9.3 |
| Aqua Logistics | Enam Shares & Securities Pvt Ltd | 8970660 | 2.99 |
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India’s Demographic Challenge
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Linkfest:Jan 1, 2013
Wish all the readers a very Happy New Year.Some interesting links to start the New Year with:
Europe’s crisis of values:George Soros (Mint)
There’s justification for a rate cut now: Deepak Parekh (ET)
What is ailing the radio industry? (BS)
Strawberry Fields forever:Bill Gross (Pimco)
The success indicator (PragCapitalism)
Exactly 11 years ago, I destroyed myself (IBankCoin)
Equity salesmen’s talk (Subramoney)
10 new must read investing blogs (MarketWatch)
Death and taxes at yearend (AswathDamodaran)
A Christmas present from China Development Bank to arb funds (Bronte)