India has a way of defeating dogmas. Some things never seemed easy to do in our country. Disinvestment was one such. It remained a politically contentious issue every time the government even tried to talk about selling PSUs. Yet, none of the usual fuss was seen as the Indian government…
Companies that take on too much leverage, stretch their market capitalization, and sell a perennially rosy picture to investors actually believe that they can pull off the impossible. These companies pull out all the stops to perpetuate position and propagate their ‘story’ in the stock market. They tirelessly campaign hoping…
The results season has begun very well in January, 2013. Outperformance of expectations is absolutely necessary to bring confidence back. The fact that all three IT majors and ITC beat the street estimates bodes well for sentiment. This essentially means that the markets will be better placed to handle negativity. The sentiment will slowly…
Predictions have a simple way of deceiving. They take longer than we think to actualize. A recurrent lesson that we learnt making predictions was that we almost always ended being early. An early prediction isn’t wrong. It simply takes more time and patience to make a prediction work. Our market prediction…
Quick Edit: A slowing domestic economy is a given. Agriculture will see negative growth if the present scenario prevails. The hunt for a safe haven in equity only gets tougher by the day. The very definition of a safe haven is set to change from an absolute one to a…
Dear Investor, Greetings from ithought! Successful investing is all about having a sense of ownership. Think of your past experiences in equity investing. Ask yourself why the bets you took in mutual funds did not play out as expected. Could you have done things differently to bring about the right outcome? What…
The Government of India wants to tame gold. It is moving with full resolve to do so and the budgetary proposals are to be viewed in that light. Why is the Government wanting to tame gold? The reasons are macro-economic. Gold consumption of Indian households has risen to $ 45…
Habitual saving is an innately Indian trait. Most of us save a good part of our earnings. What’s a good part supposed to be? Typically, Indians save over 25% of what we earn. I do know people who save upward of 60% of what they earned for their entire work…
Imagine. You just hit 30. You’ve worked for 8 years in good jobs. Pay packs expanded through the period. Lifestyles were improving all through. You broke away from the tough struggles of life and found what you wanted. In fact, you always found what you wanted. It is the time…
The stock investor should be like the solitary reaper. Doing your own thing as your mind tells you. Oblivious of the world. Tuning up `numbers’ of a different kind. Totally focused on your work. Waiting for the day when your wait will end. Accepting that the D-day may be anytime-near…
The news flows flowing out of Europe continue to worry. Everyone seems to fear the worst in Europe. The crisis seems to be spreading across Nations with little signs of any solution in sight. Just what is this crisis about ? When 27 countries joined to form the European…
Mr.Market has been selling through the first half of 2011. Nothing seems to restore his confidence in the market and recent events seem to suggest the possibility of further sell-offs in the near term. What are the factors that are weighing on Mr.Market’s mind ? And, how will these…