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Blogs, Shyam Sekhar

Budget 2021

It is budget time. The excitement which makes its customary presence is very much in the air. Government has very little room […]

ithoughtJanuary 30, 20211 min read
Blogs, Market Wrap

The Mood Shifts

The results season has started with a bang. The early results have been blockbusters. Several blue-chip companies have done extremely well. Even […]

ithoughtJanuary 23, 20211 min read
Blogs, Market Wrap

Trading Just Got Bolder

The year has begun on a note of high optimism. Demand is high and the appetite for equity runs strong. The government […]

ithoughtJanuary 16, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

The Buoyancy Plays On

The first blockbuster result of the third quarter set the mood for another exciting results season. Evidently, the performing companies are set […]

ithoughtJanuary 9, 20211 min read
Blogs, Fixed Income Markets

Fixed Income Outlook – January 2021

Dear Reader, It’s a new year and we have a fresh outlook on fixed income markets. Here’s what we’re exploring this month: […]

ithoughtJanuary 5, 20213 min read
Blogs, Market Wrap, Shyam Sekhar

The 2021 Challenge

The number 2020 resonates instantly with the culture of immediacy that we normally associate with T20 cricket. Investing in 2020 amply symbolised […]

ithoughtJanuary 2, 20211 min read
Blogs, Essence of Planning, ithoughtplan

Things to Review Financially

As a doctor, Smriti was constantly juggling emergency cases, webinars, and patients’ concerns. But that didn’t prevent her from planning her life […]

ithoughtDecember 30, 20206 min read
Blogs, Market Wrap, Shyam Sekhar

Mind Games in Markets

Social talk on equity returns is back in group behaviour. People you meet physically or in social media are all talking of […]

ithoughtDecember 27, 20201 min read
Blogs

Do You Need A Financial Advisor?

Financial Decisions You are sitting at the bank manager’s desk poring over different home loan options, wondering which one is the best. […]

ithoughtDecember 23, 202010 min read
Blogs, Market Wrap, Shyam Sekhar

Countdown Begins

A very eventful investing year will soon be behind us. 2020 has taught us many things. Once again, the benefits of being […]

ithoughtDecember 12, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Three Contrarian Mantras

At the beginning of 2020, popular perception leaned towards defensive FMCG and away from pharma, tech, and commodities. As the year slowly […]

ithoughtDecember 5, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Will The Rally Spread?

The rally in the Nifty was initially concentrated in defensives. Subsequently, the rally spread to cyclicals, with private banks leading a sharp […]

ithoughtNovember 28, 20201 min read
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