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Blogs, Market Wrap

Buy the leaders of tomorrow.

Mergers and acquisitions are the buzzwords all around us. Businesses seeking rapid growth in a recovering economy clearly prefer to grow inorganically. […]

ithoughtNovember 22, 20141 min read
Blogs, Market Wrap

Time to show character.

Iwiz: When euphoria is near, it is the time to fear. Quick edit: Good times bring their own subset of problems. For […]

ithoughtNovember 15, 20141 min read
Blogs, Market Wrap

Focus upon investment behaviour.

“The individual investor should act consistently as an investor and not as a speculator.” – Ben Graham We always believe it is […]

ithoughtNovember 8, 20141 min read
Blogs, Market Wrap

Liquidity distorts. Stay cautious

“Things always become obvious after the fact – Taleb.” Short-sightedness stops us from looking far enough. Often, we miss the big picture […]

ithoughtNovember 2, 20141 min read
Blogs, Market Wrap

Think Beyond the Present.

“What makes the desert beautiful is that somewhere it hides a well.” Investors mostly believe that wealth is created through better performance […]

ithoughtOctober 25, 20141 min read
Blogs, Market Wrap

Lower expectations.

Bargain hunting is a constant pursuit. Thats the only way it works. Managing expectations is an art. Mastery over this art determines […]

ithoughtOctober 18, 20141 min read
Blogs, Market Wrap

Believe in the recovery.

The investor’s tool kit – a cool head, adequate liquidity and a strong urge to buy good stocks. Data is increasingly a […]

ithoughtOctober 11, 20141 min read
Blogs, Market Wrap

Raise allocations to financial assets.

Quick edit: A sub $90 pricing for crude oil. Just what the deficit warriors ordered. The trajectory of India’s economic recovery is […]

ithoughtOctober 4, 20141 min read
Blogs, Market Wrap

Time to Calibrate

“The challenge in life is knowing what’s next.”– Walter Schloss. Quick edit: Calibration is not a word often associated with equity investing. […]

ithoughtSeptember 27, 20141 min read
Blogs, Market Wrap

Commodities Crackle.

“What makes the desert beautiful is that somewhere it hides a well.” Invest speak: The commodity super cycle played itself out over […]

ithoughtSeptember 20, 20141 min read
Blogs, Market Wrap

Bet On Growth.

“Success is 20% Skills and 80% strategy.”- Jim Rohn Quick Edit: America’s QE is not just the world’s worry. It is the […]

ithoughtSeptember 20, 20141 min read
Blogs, Market Wrap

Bet on the recovery

The market has a mind of its own. It won’t go down because investors want it to. So what if you missed […]

ithoughtSeptember 6, 20141 min read
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