The Irreversible Reform Process
India has a way of defeating dogmas. Some things never seemed easy to do in our country. Disinvestment was one such. It […]
The opportunity window is open.
Are you still wondering if it is a good time to invest in Indian equities? Or, are you waiting for the best […]
The Debt Hangover
Companies that take on too much leverage, stretch their market capitalization, and sell a perennially rosy picture to investors actually believe that […]
It seems to be a time to churn.
The results season has begun very well in January, 2013. Outperformance of expectations is absolutely necessary to bring confidence back. The fact that all three […]
The results don’t tell the story of tomorrow.
Infosys proved why it has been a bellwether stock for close to two decades. It silenced its aggressive critics with a characteristic […]
Consolidation Time
Quick edit: Presumption is dangerous when we try to predict the markets. When everyone presumes the same thing, the actual outcome often […]
ithought’s market view for 2013.
Predictions have a simple way of deceiving. They take longer than we think to actualize. A recurrent lesson that we learnt making predictions […]
2012-The year of the Equity markets.
At the beginning of 2012, we were of the view that equities were very attractively priced. The bad news was mostly factored […]
Herd Mentality
The markets always pray for a prophet to guide them. ‘If only we had this seminal mind that takes us through everything!’ […]
Get Convinced
The government got its act together on FDI in retail, PSU Disinvestment, land bill and Spectrum price corrections within just a fortnight. […]
Time To Believe In Equity.
Whenever the Indian markets rallied, the fundamentals always played second fiddle to Reliance -the index bellwether. ‘There can be no rally […]
Are you still a bear?
December often sets the tone for the next year’s market trend. The early birds move ahead of the market to capture vantage […]