Author page: ithought

US Market Review

2021 continued the strong trend set by 2020. The S&P 500 is up nearly 27% from the beginning of the year and has more than doubled since the lows of March 2020. The federal reserve continued its accommodative stance till November 2021. Liquidity has been injected into the markets via…


Building Blocks

If you would like to read instead Harshil: On this episode, I sit down with Sanjay Kumar Elangovan. Sanjay is part of the PMS team at ithought and tracks sectors such as banking, Real estate, Infrastructure, and commodities. Previously he has worked with Deloitte as a valuation consultant for the…

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