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Blogs, Market Wrap

Consolidation Hour

Consolidation is the buzzword now. Be it banking where the first move came from the leader SBI or insurance where HDFC life […]

ithoughtJune 19, 20161 min read
Blogs, Market Wrap

Fads will always fade

With the monsoon rains fast spreading around us, what would you reckon is the best investment to be in? A simple, no brainer choice would […]

ithoughtJune 10, 20161 min read
Blogs, Market Wrap

Monsoon Magic In The Making.

The stock markets were carrying this eerie fear through the months of January and February. We knew that things were not going well […]

ithoughtJune 3, 20161 min read
Blogs, Market Wrap

Behaviour wins! Always.

Behaviour is the most critical component of investing. A simple test of one’s behavioural quality will tell a lot about an investor. […]

ithoughtMay 27, 20161 min read
Blogs, Market Wrap

Good tidings are near

The slowing of growth expectations has been a global phenomenon in recent times. The US economy once again lowered its growth estimates […]

ithoughtMay 20, 20161 min read
Blogs, Market Wrap

Buy Patience

The Indian stock markets were paranoid at the very mention of the name of that country. If the tax concessions given to […]

ithoughtMay 14, 20161 min read
Blogs, Market Wrap

Ignore The Noise – April 2016

Global Interest rates clearly will play the Joker in the pack. They will determine global market sentiment. Whether they rise or fall […]

ithoughtApril 29, 20161 min read
Blogs, Market Wrap

Markets Grapple Macros

An economy needs constant supply of a few things. Energy, foreign exchange and food are things which come up on top of […]

ithoughtApril 22, 20161 min read
Blogs, Market Wrap

The Tide Turns

Fifty seven analysts track Infosys from across India’s brokerages. Their jobs rests on their ability to read the numbers right. If there is a […]

ithoughtApril 15, 20161 min read
Blogs, Market Wrap

Be an incremental optimist.

Pessimism and optimism are structurally very different in the way they are formed. For example, it is very easy to manufacture pessimism. […]

ithoughtApril 8, 20161 min read
Blogs, Market Wrap

Don’t predict. Prepare

[vc_row][vc_column][vc_column_text css=”.vc_custom_1537770720931{margin-bottom: 0px !important;}”]Performance is a very important part of our lives. We can’t escape the test of measurement. A whole lot […]

ithoughtApril 1, 20161 min read
Blogs, Market Wrap

Invest like a leader.

The Indian stock market participants can be broadly categorized into two categories. Indians who preempt FII’s and Indians who follow FII’s. Historically, […]

ithoughtMarch 27, 20161 min read
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