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Blogs, Market Wrap

Value Preparedness

A month of incessant rains tend to dampens one’s mood. When the rains culminate in the century’s worst floods, one tends to […]

ithoughtDecember 4, 20151 min read
Blogs, Market Wrap

The wait for reforms

Tax reforms in India are never easy. Resistance comes from all corners. In a country where the tax adherent lot is a […]

ithoughtNovember 27, 20151 min read
Blogs, Market Wrap

Modi’s Lagaan moment

India’s economic recovery seems to be an uphill climb. Two battles are being fought at the same time. The slowdown in the […]

ithoughtNovember 20, 20152 min read
Blogs, Market Wrap

The opportunity lies in boredom.

There are times when you simply buy. There are times when you have to hold on and do nothing. There are times […]

ithoughtNovember 13, 20151 min read
Blogs, Market Wrap

Development wins, Anyway.

What happens now to the development agenda? This is the only concern of the stock markets. Election outcomes are always seen by […]

ithoughtNovember 6, 20151 min read
Blogs, Market Wrap

Time Corrections Aren’t Forever.

Results season inevitably become a question hour. Instead of getting worked up about the questions let us try and find some answers. […]

ithoughtOctober 30, 20152 min read
Blogs, Market Wrap

Calibrate Hope

The argument about how smaller companies have a greater ability to run faster has been floating around for the past year. This […]

ithoughtOctober 23, 20152 min read
Blogs, Market Wrap

Think Hard. Invest slow.

  Investing in an uptrend is usually very different from investing in a slowdown. An uptrend usually does not give you the […]

ithoughtOctober 16, 20151 min read
Blogs, Market Wrap

For every dream, there must be a plan.

When you sit down and calculate how much money you will need after a decade to send your young daughter to study overseas, the realization dawns on you that a wide […]

ithoughtOctober 9, 20151 min read
Blogs, Market Wrap

The surprise that went soft.

The ability to surprise depends on two things. Expectations and preparedness. When you expect something or when you are too well prepared […]

ithoughtOctober 3, 20152 min read
Blogs, Market Wrap

RBI Policy and it’s impact

The Reserve Bank of India (RBI) cut its policy interest rate to a 4-1/2 year low of 6.75 percent on Tuesday, in […]

ithoughtSeptember 29, 20152 min read
Blogs, Podcasts

It’s Not Supposed To Be Easy

ithoughtSeptember 18, 20151 min read
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