Some stuff I am reading today morning:
NCLT ends Mistry challenge to Tata (Mint)
How the private sector has stalled India’s reforms (T Ninan)
Why road construction stocks are struggling (BL)
Baffling trades in ICICI Securities (MF Critic)
Interview with Ashwini Agarwal (ET)
3 Bucket framework to investing (Janav)
Lessons from Josh Wolfe (25IQ)
3 pieces of advice from John Bogle (Morningstar)
9 essential conditions to commit massive fraud (TRB)
Buffett cashes out on his puts (Zero Hedge)
Source: Motilal Oswal Research
Mudar Patherya runs the Communications firm Trisys which is well known for helping companies with the Annual Reports.
He also writes on the stock markets for Business Standard.
Today he wrote a piece on Rajratan Global Wires.
What was missing in the piece was an important disclosure… that Rajratan is a client for his company as can be seen from their latest annual report
This post is in continuation of my coat tailing series (see here)
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Schroders is a well known asset management firm which invests in the global equity markets.
It’s holdings as on 31 March,2018 as per Stock Exchanges is given below:
| Company Name | NSE Symbol | Entity | Value (In Crores) |
| Apollo Hosptials Enterprise Ltd | APOLLOHOSP | Schroder International Selection Fund Asian Opportunities | 259.6 |
| Gujarat Pipavav Port Ltd | GPPL | SCHRODER ASIAPACIFIC FUND PLC | 69.67 |
| Gujarat Pipavav Port Ltd | GPPL | SCHRODER ASIAN ALPHA PLUS FUND | 56.51 |
| Gateway Distriparks Ltd | GDL | Schroder International Selection Fund Asian Small | 22.63 |
| Mahanagar Gas Ltd | MGL | Schroder International Selection Fund Emerging Asia | 190.83 |
| Sobha Ltd | SOBHA | Schroder International Selection Fund Emerging Asia | 230.68 |
| The Phoenix Mills Ltd | PHOENIXLTD | Schroder International Selection Fund Emerging Asia | 130.41 |
Some stuff I am reading today morning:
Equity Fund inflows drop (Quint)
Why global investors are adopting a ‘wait n watch’ policy (FE)
What to expect in Q1 2018 results (Mint)
Samsung builds world’s biggest mobile factory in Noida (ET)
Conversion of unlisted shares into demat form (BL)
Why your family jeweller is losing out (Rediff)
SME Stock: OmFurn (Dhruva Pandey)
Stock Talk: Kitex Garments (RJ)
Tweet: Biyani made money for shareholders after all (The Unprofessor)
Cheap Shower Curtains (Seth Godin)