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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
Blogs

The ABCs of ESOP and RSU Taxation

When companies aim to reward, retain, or motivate their workforce, stock-based compensation plans such as Employee Stock Option Plans (ESOPs) and Restricted […]

ithoughtMay 4, 20243 min read
Blogs

Investment in Small cap And Mid cap

Investing in small and midcap seems to be very easy like one does in large cap, but the practical is different from […]

ithoughtApril 30, 20242 min read
Blogs, Market Wrap, Shyam Sekhar

Commodities on Fire

The rising commodity prices have taken the markets by surprise. Cocoa, coffee, crude, and a host of other commodities have risen sharply […]

ithoughtApril 27, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Discipline Matters

The results season has begun on a mixed note. Contrary to the buoyant market mood, the first flush of corporate results are […]

ithoughtApril 21, 20241 min read
Blogs

Wealth Builders Versus Wealth Destroyers

As investors and individuals, our primary goal is to build enduring wealth—a resource that not only sustains us throughout our lives but […]

ithoughtApril 15, 20243 min read
Blogs, Market Wrap, Shyam Sekhar

The Stance Shifts

When the world’s largest economy struggles to fix her macros, there is bound to be intense anticipation. The world watches out for […]

ithoughtApril 14, 20242 min read
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