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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, 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
Blogs, Market Wrap, Shyam Sekhar

Stagger To Win!

When flows drive the markets, they challenge both professional and proprietary investors. The double engines of active domestic and foreign participation are […]

ithoughtMay 17, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Time To Show Patience

Patience is more than a virtue. It is at the core of investment behaviour. When there is first sign of a crisis, […]

ithoughtMay 10, 20251 min read
Blogs, Market Wrap

Lower for Longer!

April taught us that the RBI’s focus shifted from inflation to growth. While food inflation remained a top concern in 2024, it’s […]

ithoughtMay 4, 20251 min read
Blogs, Fixed Income Markets, Samyuktha Vibhu

Fixed Income Outlook – May 2025

In the last month, a lot has changed for fixed-income investors. Before the RBI’s meeting in April, data supported a shallow rate-cut […]

ithoughtApril 30, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Liquidity Still Prevails

The result season has been very underwhelming so far. Most bluechip companies that have come out with results have shown muted growth […]

ithoughtApril 26, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Has a Top Down Trade Begun?

Sentiment has a peculiar way of changing direction under the impact of flows. The weak sentiment we saw after the tariff episode […]

ithoughtApril 20, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

What You Do Now Counts!

When volatility spikes to unprecedented levels, the markets recoil quickly at the slightest trigger. The trigger for the recent sharp dip in […]

ithoughtApril 12, 20251 min read
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