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Blogs, Senthil Manikandan

2025 Auto Retail Data: Key Takeaways for Equity Investors

The Indian automotive sector delivered a solid finish to 2025, with total retail sales reaching 2.81 crore units, representing 7.71% year-over-year growth. […]

ithoughtJanuary 19, 20265 min read
Blogs, Market Wrap, Shyam Sekhar

Doing More With Less Time: Rebuilding Wealth After 40

At some point in time, all of us feel that we could have done more with our savings. We regret a lot […]

ithoughtJanuary 17, 20263 min read
Blogs, Market Wrap, Shyam Sekhar

When Volatility Strikes Early

Just a week into the new year, and the market is suddenly gripped by fear. The fear pertains to geopolitical developments and […]

ithoughtJanuary 10, 20261 min read
Blogs, Market Wrap, Shyam Sekhar

The 2026 Contrarian Investment Playbook

A new year brings in a fresh set of expectations, ideas, and opportunities. But, as investors, we also carry the baggage of […]

ithoughtJanuary 3, 20261 min read
Blogs, Senthil Manikandan

Small Caps H1 FY26: Earnings not justifying Premium Valuations

Small caps are the heroes of the post-Covid cycle, massively outperforming large caps over five years. Yet H1 FY26 numbers and current […]

ithoughtDecember 24, 20252 min read
Blogs, Market Wrap, Shyam Sekhar

From Froth To Discipline

2025 still has a week left. The year has hardly been a surprise for those who have seen cycles. Actually, it has […]

ithoughtDecember 24, 20252 min read
Aswin Kumar, Blogs

The Importance of Liquidity in Personal Finance

Any financial institution in the world places very high importance for liquidity. Many of the world’s leading institutions have survived for centuries […]

ithoughtDecember 23, 20252 min read
Blogs, Market Wrap, Shyam Sekhar

Reality Check 2025

As the year slowly draws to a close and the holiday mood sets in over the markets, the mind was thinking about […]

ithoughtDecember 20, 20252 min read
Blogs, Market Wrap, Shyam Sekhar

Liquidity, Leverage, and Risk

When money goes into the wrong parts of the equity market, and when it flows in great excess to what those themes or […]

ithoughtDecember 13, 20252 min read
Blogs, Samyuktha Vibhu

Why Are Central Banks Obsessed With Gold?

Let’s look at an interesting data point. Since 2022, Central Banks have bought upwards of a thousand tonne of gold every year! […]

ithoughtDecember 10, 20252 min read
Aswin Kumar, Blogs

Inflation, Currency and Rate Cuts

If we follow the news flow, it would appear that RBI cut interest rates by 0.25% following the US Federal reserve cutting […]

ithoughtDecember 9, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Silent Stress In Indian Markets

A growing disquiet among bottom-up investors has marked the recent weeks. Interestingly, this is happening at a time when the Nifty 50 […]

ithoughtDecember 6, 20251 min read
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