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Blogs, Shyam Sekhar

The Value Of Time: A Crucial Ingredient In Investing

In our lives, time is the most underappreciated investment ingredient. We underestimate its importance and think that lost time can always be […]

ithoughtJuly 12, 20252 min read
Blogs, Market Wrap, Shyam Sekhar

Are We Sitting On A House of Cards?

The second half of 2025 will see sharp swings in company valuations. The reason for this? Supply. Even in the best of […]

ithoughtJuly 5, 20251 min read
Blogs, Fixed Income Markets, Samyuktha Vibhu

Fixed Income Outlook – July 2025

The Curious Case of Fixed Income In 2025 Are you worried about: Then we’ve got just the right thing for you. Tune […]

ithoughtJuly 3, 20254 min read
Blogs, Market Wrap, Shyam Sekhar

Be very value centric

The Indian markets are showing tremendous strength right now. This strength is evident in the indices, as they barely correct even for […]

ithoughtJune 28, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

The Hurry Is Our Worry

In years when investors find the market returns unattractive, they tend to save less. They choose to consume more, spend more, and […]

ithoughtJune 21, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Achieve Scale

In the current financial year, the frequency of global events appears to be significantly higher. Just a few weeks ago, we heaved […]

ithoughtJune 14, 20251 min read
Blogs, Samyuktha Vibhu

Daily Habits of People Who Build Wealth Silently

Let me tell you something that no one will tell you: wealth creation isn’t a money game. And I’m sure this invites […]

ithoughtJune 14, 20255 min read
Blogs, Senthil Manikandan

SMID’s Unstoppable Streak and the Case for a Cautious Pivot to Large Caps

The small and mid-cap (SMID) sector has been on a remarkable journey, delivering exceptional returns that have left many investors wondering if […]

ithoughtJune 8, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Focus Intensely On What You Need To Do

The RBI’s double delight move definitely caught the market by surprise. Though there were a few voices advocating a 50 bps cut in […]

ithoughtJune 7, 20251 min read
Blogs, Fixed Income Markets, Samyuktha Vibhu

Fixed Income Outlook – June 2025

This month’s theme is to lower your expectations. Whether you’re an equity, fixed-income, or multi-asset investor – it’s time to reset expectations. […]

ithoughtJune 6, 20252 min read
Blogs, Market Wrap, Shyam Sekhar

Judge Gently!

Second guessing is a favourite pastime of most investors. Whenever you see that a marquee investor or popular fund manager bought a […]

ithoughtMay 31, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Stick To Safety!

The tariff drama seems to be taking the form of a stock market soap opera. There is no dearth of action, threats, […]

ithoughtMay 24, 20251 min read
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