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Blogs, Essence of Planning, ithoughtplan

Are You Financially Ready To Add A House To Your Portfolio?

Akash Natarajan and Ananya Viswanathan, a young power couple in their mid-thirties. Akash’s days are consumed by performing heart surgeries in the […]

ithoughtMarch 24, 202110 min read
Blogs, Market Wrap, Shyam Sekhar

When the Music is Over

A much-ignored data point in all this equity market euphoria is the steady rise of global bond yields since August 2020. Globally, […]

ithoughtMarch 20, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Disruption or Distraction?

The cryptocurrency craze that took winds a few years ago has now turned into a storm. Without much legitimacy beyond trading, this […]

ithoughtMarch 14, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Commodity Boom & Consequences

The commodity rally is now in a very interesting place. Key OPEC members refused to provide more oil by maintaining production cuts. […]

ithoughtMarch 6, 20211 min read
Blogs, Fixed Income Markets

Fixed Income Market | March 2021

Patience is a virtue, but how long can you wait? It’s been almost a year since the repo rate fell to 4%. […]

ithoughtMarch 2, 20215 min read
Blogs, Market Wrap, Shyam Sekhar

Dark Clouds Are Here

Global equity markets seem to be tiring. The yields are rising in US debt markets. Exchange rates are moving swiftly and unpredictably. […]

ithoughtFebruary 27, 20211 min read
Blogs, Essence of Planning, ithoughtplan

Essence of Planning: Life Insurance

Before you begin reading this blog, spend a minute to list down your assets. Think about all the things you own and […]

ithoughtFebruary 22, 202111 min read
Blogs, Market Wrap, Shyam Sekhar

Avoid Overconfidence

The last year has changed our outlook towards returns, risks, and our potential. The market’s prolific rise, retail participation in the rise, […]

ithoughtFebruary 20, 20211 min read
Blogs, Insurance

How Much Life Insurance Do You Need?

How much life insurance do we actually need? This is a question that comes to mind when one weighs their insurance options. […]

ithoughtFebruary 19, 20217 min read
Blogs, Market Wrap, Shyam Sekhar

Keep Your Powder Dry

When soldiers are out at battle, they’re on high alert to act on a moment’s notice. Guns are effective only if the […]

ithoughtFebruary 13, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Think Global, Act Local

The budget seems to have changed the market’s view on cyclical stocks. There is a clear intent to spend our way out […]

ithoughtFebruary 6, 20211 min read
Blogs, Fixed Income Markets

Fixed Income Outlook | February 2021

We’re familiar with the animal spirits of equity market cycles. We know that bulls rage on, while bears hibernate leaving market activity […]

ithoughtFebruary 2, 20213 min read
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