Will the policy action finally begin?
Quick Edit: The policy window, a period when parliament is not in session starts now. If the government is serious about reforms, […]
Time to Buy Value
Quick edit: The earnings guidance, a concept hugely popularized by Infosys in India, displayed its downside this week. When Infosys performed marginally […]
The ownership factor in investing
Dear Investor, Greetings from ithought! Successful investing is all about having a sense of ownership. Think of your past experiences in equity investing. Ask […]
Time to Build Your Investment Book
Quick Edit: Followers do little to themselves; they mostly contribute to the winner’s kitty. Investors who wait to see the right signs […]
Confidence Returns
Quick Edit: Portfolio churn isn’t always an avoidable idea. While constant churning of portfolios is a strict no-no, selective churning has its […]
Exiting the bunker.
Quick Edit: Investors shunned equity for a long time and chose the security of debt. Safety took precedence over returns. Like people hide themselves […]
On the cusp of change
Quick Edit: Nervousness is not new to the stock markets. The context which creates it makes all the difference. The week saw […]
Why simply waiting will not work?
2008 was the year of the last bull run. The previous bull markets happened in 2000 and 1992. Coincidentally, in the last […]
Decisions count. ithought market wrap-80
Quick Edit: The AGM of Reliance settled one thing. The company’s reign as a market mover has ended. Nobody is going to […]
When the going gets tough, tough gets going.
Quick Edit: A slowdown stares at us. Bad news, isn’t it? But, it comes with a silver lining. This slow down is […]
The Rupee Conundrum
Quick Edit: The rupee at 56 – what does it mean to investors? In dollar terms, the much beaten equity assets have […]
Are we at an inflection point?
Quick edit: It is every investor’s dream to catch a market bottom. But, catching a bottom is an elusive hunt as nobody […]