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Blogs, Market Wrap, Shyam Sekhar

Get Rich Slowly

Recently a Mumbai-based senior citizen lost 2 Crores to a WhatsApp scam. Investors are always in a hurry to make more money. […]

ithoughtJune 22, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Stability and Continuity?

Markets love stability and continuity. The cabinet announcements from last weekend sent a positive signal to participants. The post-election fears have been […]

ithoughtJune 15, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Expectations Vs Reality

What a chaotic week, and we’re back to square one. Exit polls from the weekend pointed to a straightforward win for the […]

ithoughtJune 9, 20241 min read
Blogs, Fixed Income Markets

Fixed Income Outlook: A Tale of Two Yields – June 2024

In this month’s fixed income outlook, we’re going to explore a tale of two yields. Within the same global macro environment, Indian […]

ithoughtJune 3, 20242 min read
Blogs, Market Wrap, Shyam Sekhar

The Battle Is Won Before It’s Begun

What if I told you that the election outcomes next week don’t matter? India is in a great place. And the good […]

ithoughtJune 2, 20241 min read
Blogs

India Growth Story and Elections

India is the World’s largest democracy, and the Union election of India is a massive exercise of franchise, there is no doubt […]

ithoughtMay 30, 20245 min read
Blogs

Lou Simpson’s Investment Wisdom: Insights from a Legendary Investor

Lou Simpson, the former Chief Investment Officer for GEICO—a subsidiary of Berkshire Hathaway—has earned a reputation as one of the investment greats. […]

ithoughtMay 29, 20243 min read
Blogs, Market Wrap, Shyam Sekhar

Follow The Money

What is the smart money doing? FIIs have sold close to 35,000 Crores this month. Are they worried about election outcomes? The […]

ithoughtMay 26, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Aiming Past The Moving Parts

The markets have been in the election mood for a while. No matter where you go, the conversation always turns to who […]

ithoughtMay 19, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Playing the Volatility Game

It’s been a volatile week in the markets. The India VIX shot up to a level of 18 this week from the […]

ithoughtMay 12, 20241 min read
Blogs, Fixed Income Markets

Fixed Income Outlook – May 2024

Welcome to this month’s fixed income outlook. We’re breaking down the Fed’s policy, where inflation is heading, and how investors should position […]

ithoughtMay 4, 20242 min read
Blogs, Market Wrap, Shyam Sekhar

Business As Usual

The US jobs data gave the US market a much-needed reprieve. The markets showed their relief swiftly. But the problems aren’t going […]

ithoughtMay 4, 20241 min read
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