Debt Note: A Deeper Credit Market
In an effort to deepen debt markets, SEBI has mandated that large corporates should raise 25% of their borrowings from the debt […]
Move Forward
The markets were expected to fall. Electoral reversals and the surprise resignation of the RBI governor came together to stun markets. Surprisingly, […]
Leadership, Lead Indicators & Long-Term Investing
https://soundcloud.com/ithought-advisory/leadership-lead-indicators-and-long-term-investing Podcast Transcript Now that the noise and din have settled down a bit, let us try and think of what […]
Debt Note: RBI MPC December 2018
Investment Strategy It looks like we are near the top of the interest rate cycle. Although this cycle has been shallow, there […]
Think Beyond The Noise
The extension of single party rule in India is now clearly off our radar. The 2019 general elections will be won on […]
The Return of the FII
The FIIs are back. November clearly showed a change of mind. The DIIs continue to receive money from domestic investors. It is […]
Mindful Investing
https://soundcloud.com/ithought-advisory/mindful-investing Podcast Transcript Mindful investing can at first glance sound abstract. When we define different ways of investing, we mostly find […]
Preparation Hour Is Here
Forward-looking statements are always a problem. Companies are not supposed to issue statements which could potentially mislead investors. Investment managers habitually exercise […]
Debt Note: Why Quality Matters
Investment Strategy: As we move into a rising interest rate scenario, the focus shifts to high-quality low-volatility investments. Our strategy has been […]
Seek Clarity
The rapid decline in oil, over the past few weeks, has really mixed it up for the markets. Investors who took a […]
5 Mantras For 2019
https://soundcloud.com/ithought-advisory/5-mantras-for-2019 Podcast Transcript 2018 is turning out to be a difficult year for many among us. Most investors have not seen […]
Stay Convinced
Being Contrarian is never easy. Most of the time, the Contrarian makes choices that are very different from the consensus. Given that […]