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Blogs, Market Wrap

Tortoise

Your seat belts sign is on. Please stay seated until further instructions. “Haven’t we heard this before when a flight we took […]

ithoughtJune 5, 20151 min read
Blogs, Market Wrap

An “Interest”ing Week

Results of the fourth quarter have been anything but reassuring. With low oil prices, low commodity prices and falling interest rates, we […]

ithoughtMay 30, 20151 min read
Blogs, Market Wrap

Markets await the monsoon.

[vc_row][vc_column][vc_column_text css=”.vc_custom_1537771048123{margin-bottom: 0px !important;}”]When markets trade sideward’s or slowly trend down, investors must alter their approach to make the best of the […]

ithoughtMay 22, 20151 min read
Blogs, Market Wrap

Modi moved their cheese.

Party conversations on the economy are a bit sour these days. Especially, if there are industrialists in the room. Trying to understand […]

ithoughtMay 15, 20151 min read
Blogs, Market Wrap

The Winner Takes It All

The worst of the times for an economy is when confidence runs lowest, people have lost faith in their government, the currency […]

ithoughtMay 8, 20151 min read
Blogs, Market Wrap

Skin in the game matters.

Investing is probably the only vocation in which those without their skin in the game enjoy disproportionate influence. I am referring to […]

ithoughtMay 2, 20151 min read
Blogs, Market Wrap

Maintain resolve

“Why is there so much gloom?” A client who believed that nothing could go wrong to the Indian stock market a year […]

ithoughtApril 24, 20151 min read
Blogs, Market Wrap

Time for asset rotation.

The greatest irony of the Indian economy is the regulatory gap. On the one hand, RBI and SEBI maintain strict vigil over […]

ithoughtApril 11, 20151 min read
Blogs, Market Wrap

Knowing one’s needs clearly helps

Most people make investments because they want to. They often ignore & overlook whether they actually need to? Investing works very well […]

ithoughtApril 8, 20151 min read
Blogs, Market Wrap

Wars Don’t Last. Markets Do.

Is a War a big spoiler for markets? Look at how they played out in recent times. First, it spooks oil prices […]

ithoughtMarch 27, 20151 min read
Blogs, Market Wrap

Time To Learn Slow Cycling.

The question now is not if but when. We are talking of the Federal Reserve of America raising interest rates. While the […]

ithoughtMarch 20, 20151 min read
Blogs, Market Wrap

When Cash is King

There are times in the cycle when markets go nowhere. Dubbed “sideward markets” this phase in the markets could see stock process […]

ithoughtMarch 14, 20151 min read
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