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  • Services
    • PMS
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Blogs, Market Wrap, Shyam Sekhar

Did The FIIs Run Out Our DIIs?

A week is a long time in the stock market. A lot can actually happen. And a lot will happen when you […]

ithoughtNovember 7, 20262 min read
Blogs, Senthil Manikandan

Q2 FY27 Earnings Pulse: Resilient Corporate Growth Amid Global Turmoil

Heading into the second quarter of FY27, with intensifying global geopolitical conflicts, supply chain frictions, higher landed input costs, and stiffer bond […]

ithoughtNovember 2, 20263 min read
Blogs, Market Wrap, Shyam Sekhar

When Nothing Looks Safe

A spectacular debut for Jio platforms marked an otherwise tough week for markets. Just when everyone worried about what would happen on […]

ithoughtNovember 1, 20261 min read
Blogs, Gurpreet Kaur

5 Years Before Retirement: A Financial Planning Checklist

Most retirement advice assumes you have plenty of time. Start early, Save more and Diversify. All useful advice, But when retirement is […]

ithoughtOctober 29, 20266 min read
Blogs, Senthil Manikandan

Can Urban Company and Snabbit Build Profitable Businesses in India?

Someone Is Paying ₹279 to Clean Your House. It Isn’t You. Two disclosures landed in the same week of October 2026. Snabbit […]

ithoughtOctober 26, 20264 min read
Blogs, Market Wrap, Shyam Sekhar

Welcome to a Buyer’s Market

The sharp fall across equities, gold and silver has created an unusual situation. All asset classes with the exception of debt displayed […]

ithoughtOctober 25, 20261 min read
Blogs, Senthil Manikandan

India’s Steel Capacity to Triple by 2047: Why Coking Coal Imports Will Surge

India Will Nearly Triple Its Steel Capacity. It Will Also Triple Its Coking Coal Imports. The Ministry of Steel’s draft National Steel […]

ithoughtOctober 23, 20264 min read
Blogs, Market Wrap, Shyam Sekhar

No Lessons Learnt Here!

“Value investing is dead. Largecaps will never make money. Blue-chips are no longer good buys.” Statements like these are increasingly populating social […]

ithoughtOctober 17, 20261 min read
Blogs, Gurpreet Kaur

What If Your Financial Goals Compete With Each Other?

A bigger home or financial independence?Your child’s education or an earlier retirement?Paying off a loan or investing more for the future? Most […]

ithoughtOctober 16, 20265 min read
Blogs, Senthil Manikandan

India Tourism Sector Outlook: Hotel Supply, Visa Reforms and Investment Opportunities

India’s tourism and hospitality sector faces a structural gap: while domestic travel reached 2.9 billion visits contributing ₹15.73 lakh crore (~USD 170 […]

ithoughtOctober 13, 20265 min read
Blogs, Market Wrap, Shyam Sekhar

The Fast-Improving Risk-Reward

The results season has begun. The market is approaching this season with fear, low expectations and very little to cheer. Confidence is […]

ithoughtOctober 11, 20261 min read
Blogs, Senthil Manikandan

SEBI ANNUAL REPORT FY 2025- 26: Strategic Takeaways & Portfolio Positioning

SEBI’s Annual Report for FY 2025–26 reflects a regulatory regime prioritizing market integrity, systemic resilience, and the protection of long-term household capital […]

ithoughtOctober 5, 20263 min read
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