Manage Expectations and Beliefs
2013 winds to a close and it is time to set expectations for 2014. Investors expected little from equities in 2013 and […]
Revisit your idea of risk.
Quick Edit: The Indian parliament has sat for the least hours in 2013. Sad, isn’t it? But, in the year that Parliament […]
Build Consistency
One week we are celebrating political change. The next week is a very different one. The economic compulsion of politics simply takes […]
Caution is your watchword.
When politics sets the agenda for the stock market, it often leads investors to a state of confusion. Should one put economic […]
Consistency is the need of the hour.
[vc_row][vc_column][vc_column_text css=”.vc_custom_1537771249050{margin-bottom: 0px !important;}”]The return of growth seems a certainty now. When data starts to trend positively, the market mood tends to […]
Invest in Time
Quick edit: When will America withdraw their economic stimulus? What will happen if they stop pumping $ 85 billion every month into […]
Time to go value hunting
The runaway inflation in agri products has virtually tied the RBI’s hands. Worse, it has tied the UPA in a bind. Inflation […]
The Turnaround Begins.
Diwali came and went. But, the Nifty simply refused to form a new high. As the worst of the quarterly results start […]
Time for the green shoots.
Indian equity investors approach Diwali with an air of reluctance. The markets hit an all-time high on the BSE SENSEX and approach […]
Time to be a contrarian- ithought’s market wrap
Quick Edit: A fortnight is a long time in the stock market. Especially, when it is the year’s first one. The markets […]
The search for direction begins
The term defensive usually gives us a negative connotation. In stock market parlance, we call a company a defensive because we will […]
FII’s Lift Their Spirits. And, The Markets.
When economies slow down, the stock markets struggle to find a stable leadership pack. How this leadership pack is built effectively determines […]