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Blogs, Market Wrap, Shyam Sekhar

Focus on What You Want

Every market bounce is getting sold. Investors are making a quick rush for the exit door every time the markets go up. […]

ithoughtMay 21, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

When Opportunity Knocks

The markets fell ten days in a row without respite. Investors waited for a bottom, watching most of the time. Then, when […]

ithoughtMay 14, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Adversity in a Changing Context

Rising interest rates rattle markets across the world. Our market is no exception. To add to the problems of the equity markets, […]

ithoughtMay 7, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

The LIC Litmus Test

Pulling off a mega IPO is never going to be easy. To raise huge sums of capital requires mass following, great investor […]

ithoughtApril 30, 20221 min read
Blogs, Finesse, Fixed Income Markets

What’s in store for the Automotive Industry?

The Nifty Auto Index has been lagging the Nifty 50 for the last five years. The five-year return of the Nifty Auto […]

ithoughtApril 29, 20222 min read
Blogs, Essence of Planning, ithoughtplan

Make Your Dream Vacation Happen

Wanderlust is in the millennial DNA. Everyone has the idea of their dream vacation. Whether at a water villa in the Maldives […]

ithoughtApril 28, 20225 min read
Blogs, Market Wrap, Shyam Sekhar

The Winners’ Formula

Thematic investing is a function of conviction and belief. Conviction grows when you believe in the right space for the right reasons. […]

ithoughtApril 23, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Show Clarity and Focus

The clear reset in GDP growth expectations by the RBI, the Infosys results disappointment, rising attrition across Indian tech companies, and an […]

ithoughtApril 16, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

When Growth Slows

The RBI has corrected its estimate of India’s GDP for the current financial year downward. The inflation forecast has been revised upward. […]

ithoughtApril 10, 20221 min read
Kairos, Podcasts

Financial Planning – An Investment or Expense?

Transcript, if you would like to read instead Jaya: Welcome back to our podcast – The spirit of Kairos is to talk […]

ithoughtApril 4, 20226 min read
Blogs, Market Wrap, Shyam Sekhar

Beyond the Predictable

Every year, when you look back to see what performed, the most striking feature of the market is its unpredictability. The markets […]

ithoughtApril 2, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

What is Value?

Investors who are closely adhering to the principles of value will always seek where they can find value. This search for value […]

ithoughtMarch 26, 20221 min read
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