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Blogs, Essence of Planning

Make The Most Of The New Financial Year

April marks the beginning of a new financial year. Are you ready to make the new financial year better than the last? […]

ithoughtApril 23, 20213 min read
Blogs, Fixed Income Markets

One Year Since Templeton

This month marks one year since Franklin Templeton closed the doors on six of its fixed income schemes. In this blog for […]

ithoughtApril 22, 20217 min read
Blogs, Market Wrap, Shyam Sekhar

Recency Bias Returns

The resurgence in Covid cases has once again triggered Covid trades. Investors are going back to what worked last year in the […]

ithoughtApril 17, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

More Volatility Ahead

The sharp upswing in the dollar and the resulting softening of the rupee has set the context for another phase of volatility. […]

ithoughtApril 10, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Expectations 2021-22: Set Them Right

A roller-coaster financial year can either leave you all pumped up or all drained down. Where the markets end up in a […]

ithoughtApril 3, 20211 min read
Blogs, Fixed Income Markets, Samyuktha Vibhu

YTM Versus Returns | Fixed Income Outlook April 2021

Buckle up! 2021 is going to be a bumpy ride. If you haven’t noticed the volatility in your fixed income portfolios yet, […]

ithoughtMarch 31, 20219 min read
Blogs, Market Wrap, Shyam Sekhar

Suez Canal Is A Black Swan

A week back, the Suez canal was just another place at the back of your mind. Today, we know that at least […]

ithoughtMarch 27, 20211 min read
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
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