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Blogs, Market Wrap, Shyam Sekhar

Get Set For A Reset

The American voting is already at an advanced stage with significantly more voters preferring to use the postal ballot. By November 3rd, […]

ithoughtOctober 31, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Raise Your Defence – October 2020

We have a week left before America makes up her mind on the next President. Unlike previous elections, this one seems to […]

ithoughtOctober 24, 20201 min read
Blogs, Essence of Planning, ithoughtplan

Myths About Financial Planning

  Surprisingly, most people have the wrong ideas about financial planning. Financial Planning has often been confused, misconstrued, and mistaken for almost […]

ithoughtOctober 20, 20202 min read
Blogs, Market Wrap, Shyam Sekhar

Worsening Polarity

Secular behavior isn’t driving the sustained momentum in our markets. Just about 100 stocks are keeping this market up. The bulk of […]

ithoughtOctober 17, 20201 min read
ithoughtplan, Kairos, Podcasts

Questions To Ask Before You Choose Your Financial Planner

  Here is the Transcript if you would like to read instead: Jayalakshmi: October is World Financial Planning Month. To us, the […]

ithoughtOctober 14, 20207 min read
Blogs, ithoughtpms

Portfolio Management Services + Mutual Funds

Looking for PMS vs MF? When it comes to equity investing, investors often question the difference between mutual funds and portfolio management services. There […]

ithoughtOctober 14, 20203 min read
Blogs, Market Wrap, Shyam Sekhar

Defensives Rule

The week saw a sustained rally in defensives. While pharma held steady, tech stocks showed tremendous strength. Towards the weekend, financials joined […]

ithoughtOctober 11, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Double Trouble

The drama of the American Presidential polls promises to keep stock markets volatile for the next few months. Like politics, markets are […]

ithoughtOctober 3, 20201 min read
Blogs, Fixed Income Markets

Fixed Income Outlook – October 2020

“Someone will always be getting richer faster than you. This is not a tragedy.” – Charlie Munger It’s not easy to be […]

ithoughtSeptember 30, 20202 min read
Blogs, Market Wrap, Shyam Sekhar

Make Your Response Count

The speed at which stocks rerate excites us on the way up. But, they can also rattle us on the way down. […]

ithoughtSeptember 26, 20201 min read
Blogs, Essence of Planning, ithoughtplan

Financial Planning in Your Forties

This blog was updated on 14 December 2020   Senthil sipped a warm cup of Suleimani Chai and watched the coconut trees […]

ithoughtSeptember 23, 20205 min read
Blogs, Market Wrap, Shyam Sekhar

Risk Taking Rises

Recency bias in markets is evident. Funds are desperately trying to ensure their participation in the performing sectors and stocks. This means […]

ithoughtSeptember 19, 20201 min read
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