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Blogs, Senthil Manikandan

The ₹1 Crore Journey: Large, Mid and Small Caps from 2018 to 2026

The Case Against “Chasing” Small Caps Imagine three investors, each with ₹1 crore to deploy in January 2018 (Peak of small caps […]

ithoughtFebruary 10, 20262 min read
Blogs, Market Wrap, Shyam Sekhar

Sell Right, Buy Right

The sharp swings in the market strongly underline a lack of direction. Investors have been caught off guard too many times in […]

ithoughtFebruary 7, 20261 min read
Blogs, Market Wrap, Shyam Sekhar

The Quicksilver Crash

The sharp correction in gold and silver happened just when the retail consensus to invest in them was at its peak. Every […]

ithoughtJanuary 31, 20261 min read
Blogs, Samyuktha Vibhu

Taking a Hard Look At Yields!

2025 was a rough year for fixed-income investors. FD rates plummeted with each rate cut from the RBI, and bond market yields […]

ithoughtJanuary 28, 20264 min read
Blogs, Senthil Manikandan

Uncomfortable reset 

Indian equities are undergoing a healthy but uncomfortable reset in the broader market even as the headline Nifty 50 index is only […]

ithoughtJanuary 26, 20262 min read
Blogs, Market Wrap, Shyam Sekhar

The FOMO Decisively Shifts

The sharp single-session fall in small-caps and mid-caps raised quite an alarm. Seasoned investors are wondering if this dip will get bought […]

ithoughtJanuary 24, 20261 min read
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
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