Changing Investment Arguments
Delisting was the most preferred choice among companies where the promoters held above 76% stake. When a decision had to be made […]
It is correction time.
Diwali was a quiet affair on Dalal street. Unusually, the markets fell on the mahurat trade. Investors seem more unsure than ever […]
Why Timing Does Not Work
Quick Edit: JIT, Just in time is a brilliant idea that captured the imagination of the manufacturing space. But, when applied to […]
Infallible? Think again- ithought’s market wrap.
Investor perception often gives unmistakable hints of things to come. When most investors believe a particular asset class or investment simply do […]
Beating the markets. – The ithought way.
At beginning of the year, NIFTY was at 4636. Today it is at 5664, up by nearly 22%. During this period we […]
Realty- The mother of all bubbles?
Quick Edit: Scams, crony capitalist exposures across the political spectrum, lack of faith in politicians, nameless companies holding hundreds of crores of […]
The Catalyst For Growth
Quick edit: What can take the markets above its previous highs? This question is bothering even the die-hard bulls as they search […]
Get ready for the long haul.
Quick Edit: This week inspiration comes from the proverbial tortoise. Why do we say this? The race is all about how we […]
Bide your time- ithought’s market wrap
Quick Edit: A few weeks back, the India story looked like a lost cause to followers of the top-down school of investing. […]
Will the Rally Sustain?
Quick edit: Good economics makes good politics as well. Most investors will agree with this statement. Yet, we have lived with bad […]
Has the uptrend begun?
Timing has an uncanny way of throwing your investing into chaos. Trying to time your investing often leaves you timed out. Events […]
The rebound begins
Quick Edit: The finance minister and his team are doctors who know the right cure for the dire situation. The patients, in […]