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Blogs, Market Wrap, Shyam Sekhar

Art of Getting Your Asset Reset Right

Changing asset allocation is a sure shot way of ensuring risk mitigation in an investor’s portfolio. But if you are already owning […]

ithoughtFebruary 18, 20241 min read
Blogs, Fundamentals Of Investing

Multi-Asset Investing: Why It Makes Sense

APT TIME FOR MULTI-ASSET STRATEGY 2023 was a rollercoaster ride! Markets rallied, tight monetary policies left many feeling the pinch, while a […]

ithoughtFebruary 13, 20243 min read
Blogs, Market Wrap, Shyam Sekhar

The Case for Investing in Debt

All investors seem to agree that equity valuations are not to their liking. They would prefer to buy when valuations are cheaper. […]

ithoughtFebruary 10, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

In The Interim

The interim budget was hardly an event. There was hardly much given away as freebies, concessions or incentives to voters on election […]

ithoughtFebruary 4, 20241 min read
Blogs, Fixed Income Markets, Samyuktha Vibhu

Fixed Income Outlook | February 2024

It’s time we understood the mechanics of fixed-income markets. How do the fixed-income markets work? What makes bond investors tick? Why is […]

ithoughtFebruary 2, 20242 min read
Blogs, Market Wrap, Shyam Sekhar

The Art of Start-Stop

Investor behaviour in SIP programs is a good indicator of behaviour, expectations, and conviction. If you look at where investors would start […]

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

Are Value Investors For Real?

The rising froth in the PSU space only showcases the extremities of investment behaviour. We are prone to swing to the other […]

ithoughtJanuary 21, 20241 min read
Blogs

Gold – A Bold or Dud Investment in 2024

Why does Gold have relevance today? When human civilization was evolving from a hunter-gatherer to include farming and other activities. There was […]

ithoughtJanuary 16, 20243 min read
Blogs, Market Wrap, Shyam Sekhar

Manage Yourself Better

Searching actively for new ideas in a broadly overvalued market does not mean compromising on our investment principles. Active pursuit of investment […]

ithoughtJanuary 14, 20241 min read
Blogs

High Valuations in Small Caps – What’s The Next Step?

All About Small Caps Hello, investors! If you’ve been watching India’s stock market, you’ve probably noticed the excitement around small-cap stocks. The […]

ithoughtJanuary 9, 20243 min read
Blogs, Market Wrap, Shyam Sekhar

No Ready Answers

When it is very easy for companies to raise capital, it is also the best time for investors to take out capital. […]

ithoughtJanuary 7, 20241 min read
Blogs

Nirmaya Health Plan: What You Should Know!

According to the 2011 Census, there are 21 Lakh people with multiple disabilities and 15 Lakh people with intellectual disabilities. Battling these […]

ithoughtJanuary 4, 20241 min read
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