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Blogs, Market Wrap

Stay On The Cycle

Something more eventful than the budget happened last week. It was the inter-se transfer of a title between two Gujaratis – that […]

ithoughtMarch 7, 20151 min read
Blogs, Market Wrap

Think Beyond Now

The business of a good budget is to be business-like. Often we mistake business-like to be blatantly pro-business. This budget manages to […]

ithoughtMarch 1, 20151 min read
Blogs, Market Wrap

Before it becomes too late!

Conversations with strangers on flights bring up interesting insights. Once they know you are a serious investor, the conversation turns to assets. […]

ithoughtFebruary 21, 20151 min read
Blogs, Market Wrap

Budget blues begin.

The budget has long been rendered redundant. The very fact that governments successively and successfully worked around the budget to meet their […]

ithoughtFebruary 21, 20151 min read
Blogs, Market Wrap

The conviction test begins.

“Great expectations” – that is how we would sum up the market mood so far in 2015. Being upbeat has led to […]

ithoughtFebruary 8, 20151 min read
Blogs, Market Wrap

Time For A Cold Shower

“Small is beautiful”. Or so most people believe after seeing how smaller and midsize stocks have delivered over the past year. Past […]

ithoughtFebruary 1, 20151 min read
Blogs, Market Wrap

Time to stand apart from the herd.

30000 for the sensex is an intoxicating number. It would make one feel heady if we think of where we stood 18 […]

ithoughtJanuary 27, 20151 min read
Blogs, Market Wrap

Think Big & Act Decisively in 2015

How we invest during volatility decides how much we return during euphoria. Investors love the idea of thinking big. Everybody dreams of […]

ithoughtJanuary 20, 20151 min read
Blogs, Market Wrap

Invest Selectively

Remember “musical chairs”, the game played in your childhood. Investing in bull markets is very similar. It is only when the music […]

ithoughtJanuary 18, 20151 min read
Blogs, Market Wrap

Investing In 2015

How should we approach investing in 2015? First, we should look beyond 2015. 2015 will only see the groundwork being laid for […]

ithoughtJanuary 10, 20151 min read
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