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Blogs, Market Wrap

Are macros turning in favour?

The return of the FII’s on the buy side has turned things upside down. Until now, the FIIs were mostly sellers and […]

ithoughtMarch 18, 20171 min read
Blogs, Market Wrap

UPtrend returns!

The markets have hit a new normal. Political capital is no more a worry for the Government. Now, the Modi government can […]

ithoughtMarch 11, 20171 min read
Blogs, Market Wrap

Being Patient Pays

“Investing is not supposed to be easy, and anybody who finds it easy is stupid.” These words of Charlie Munger were highlighted […]

ithoughtMarch 4, 20171 min read
Blogs, Market Wrap

Will the Markets Pause?

Global factors keep returning again and again to haunt our markets. Just when we believed that we are de-coupled from global markets, […]

ithoughtFebruary 25, 20171 min read
Blogs, Market Wrap

Focus On A Plan

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

ithoughtFebruary 11, 20171 min read
Blogs, Market Wrap

Queering The Pitch

There is something about history. It often repeats itself. It has a pattern. Market cycles have a classic repetitive pattern too. Investors […]

ithoughtJanuary 28, 20171 min read
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