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Blogs, ithoughtadvisory, Market Wrap

Will Trends Turn Decisive?

Three phases of polling are over. We are past the midway mark. Pollsters are slowly spotting a decisive trend. They won’t put […]

ithoughtApril 27, 20191 min read
Blogs

Time To Investigate

Ask any experienced market participant about prevailing valuations and the response will be more or less the same. Experienced investors find it […]

ithoughtApril 20, 20191 min read
Blogs, Market Wrap

Steel Your Nerves

The first phase of polling is behind us. The fate of 91 Lok Sabha seats is already sealed.  The second phase comes […]

ithoughtApril 13, 20191 min read
Blogs

Elections & The Stock Market

Elections bring about a speculative element about what they could mean for the stock market. The stock market is fickle and reacts […]

ithoughtApril 8, 20191 min read
Blogs, Market Wrap

Trading Summer Begins

A new financial year has begun on a positive note. Flows seem to be improving from both domestic and foreign investors. Indices […]

ithoughtApril 6, 20191 min read
Blogs, Fixed Income Markets

Debt Note: RBI’s Monetary Policy – April 2019

Investment Strategy: Monetary policy plays an important role in determining investment strategy. At this juncture, high quality short to medium term funds […]

ithoughtApril 5, 20191 min read
Blogs, Market Wrap

Adieu FY 2019

Another financial year draws to a close. For investors, it was a forgettable year. While domestic investors showed sustained commitment to Indian […]

ithoughtMarch 29, 20191 min read
Blogs, Market Wrap, Shyam Sekhar

Election Fever Begins

Election fever is just about to begin. This election is probably unique for its competitive intensity. On one side, we have a […]

ithoughtMarch 23, 20191 min read
Blogs

To Bet or To Invest

Elections have a way of mixing up the market’s calculus. During elections, markets always try to second guess outcomes, check if there […]

ithoughtMarch 20, 20193 min read
Blogs, Market Wrap

The DeFIIying Gravity

The course seems to be set for a liquidity driven market rally. Evidently, the markets seem to be betting on a clear, […]

ithoughtMarch 16, 20191 min read
Blogs, Fixed Income Markets

Debt Note | A Paradox: Lower Rates & Higher Yields

Investment Strategy: In the current market context, volatility is on the cards. Most bond fund investors are likely to experience short term […]

ithoughtMarch 14, 20191 min read
Blogs, Market Wrap

The Fear of Missing Out

Investors are constantly shifting on this judgement – are domestic and global equity markets coupled or decoupled? FII flows tend to swing […]

ithoughtMarch 9, 20191 min read
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