Time to build robust books.
Quick Edit: Investing is not just about deploying money. It is more about doing time with an investment. But, investors mostly ignore […]
The Making of a Bull Run
When nobody wants to buy something, it naturally loses its value. The value of something that is not in demand naturally tends […]
Will Waiting Really Work?
Quick edit: Every waiting game has to end. In investing, merely waiting for the right moment will not deliver investment success. In […]
Show Of Stability
Quick edit: Have you even tried predicting the imminent arrival of rains? How did you do it? The smell of rains is […]
Mr.Market – The Man Friday who works for free
Sounds cocky, right? Let me try and make my case. An investor’s life isn’t easy. Winning to one actually means losing to […]
Why ithought?
This question is popped at me by almost everyone who knows my story. It puzzles those who know me that I should […]
Login now. Lug your longs in equity.
Quick Edit: India’s transition from a crony capitalist regime to a market driven one seems to be a never ending one. First, […]
Defense gets pricey.
Quick Edit: The big boys of the 2008 stock boom are all trading at a fraction of their peak rates. Reliance, ADAG, […]
Time To Get Your Asset Allocation Right
Quick Edit: The power of hoarding is such that it can actually make you believe that the manipulated price that gets thrown […]
Valuation plays beckon- ithought’s market wrap
Quick Edit: A slowing domestic economy is a given. Agriculture will see negative growth if the present scenario prevails. The hunt for […]
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 […]