Year-end Special – 2013
Year – ends have their own way of playing out on the investor psyche. The year end is not really an event […]
Wealth creation is no fairy tale!
Success stories often sound like fairy tales where one is led to believe that sudden transformations change a person’s fortunes. But, in […]
Expectations for 2012
As I sit down to write this note, the Sensex is down 24% for 2011. Equities have been the worst performing asset […]
ithought market wrap, 23 Dec 2011
Quick edit: The capitulation did not happen this week. Nerves cooled down and value investors were busy buying selectively towards the weekend. […]
Common investment mistakes
As we draw towards the close of 2011, it is a good time to reflect on the year that has gone by, […]
ithought market wrap No. 56, 16 Dec 2011
[vc_row][vc_column][vc_column_text css=”.vc_custom_1537771492481{margin-bottom: 0px !important;}”]Quick edit: CAPITULATION. This seems to be the word on everyone’s lips on a nervous weekend. The question for […]
ithought market wrap 55, 9 Dec 2011
Quick edit: Everybody thinks that the BSE sensex will hit 14000 or 12,000 before it rebounds. We are told that the market […]
Profiting from Price Discovery
Events tend to throw the world into chaos. With the world in chaos, the stock markets inevitably see mayhem. The mayhem in […]
ithought market wrap No. 54 dated 2nd DEC 2011
Quick Edit: A company’s valuation is lower than the notional guideline value of the land on which its factory is built. It […]
ithought market wrap No.53 dated 26 Nov 2011
Quick edit: Relative valuation is a great way to evaluate asset classes. To make the most out of money, it makes sense […]
ithought market wrap No. 52, Dated 18 Nov 2011
Quick edit: The Stock Market had a whitewash this week. It went down every single day. The bulls who trade had a […]
ithought market wrap No. 51, dated 11 Nov 2011
Quick edit: A slowdown has a way of spreading. Some sectors hold up longer than the rest. Over time, a slowdown hits […]