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Blogs, Market Wrap

Hold onto your conviction.

[vc_row][vc_column][vc_column_text css=”.vc_custom_1537770974748{margin-bottom: 0px !important;}”]A week is a long time in the stock market. Markets have the uncanny ability to constantly change character […]

ithoughtAugust 28, 20152 min read
Blogs, Fundamentals Of Investing, Market Wrap

Right Price Quality

“Quality always comes at a price”. This often-repeated argument about mid-caps is suddenly looking a bit wobbly. The reason is that the […]

ithoughtAugust 21, 20151 min read
Blogs, Market Wrap

Fight pessimism with patience.

Global factors will dominate our markets in the coming weeks. Oil prices have trended down and settled to a soft regime. The […]

ithoughtAugust 14, 20151 min read
Blogs, Market Wrap

Look beyond the immediate.

The commodity super cycle played itself out over the past decade putting the user businesses under severe stress. Margins of commodity user industries experienced a […]

ithoughtAugust 7, 20151 min read
Blogs, Podcasts

The State of Readiness

ithoughtJune 19, 20151 min read
Blogs, Market Wrap

We needn’t do what the FII’s do.

What should we expect from the markets? Should we wait even to decide what our expectations should be? We see investors getting […]

ithoughtJune 19, 20151 min read
Blogs, Market Wrap

The long haul has just begun.

FII’s are taking out money now. They are always opportunistic” I heard an investor crib about how FII’s were bringing our markets […]

ithoughtJune 12, 20151 min read
Blogs, Market Wrap

Tortoise

Your seat belts sign is on. Please stay seated until further instructions. “Haven’t we heard this before when a flight we took […]

ithoughtJune 5, 20151 min read
Blogs, Market Wrap

An “Interest”ing Week

Results of the fourth quarter have been anything but reassuring. With low oil prices, low commodity prices and falling interest rates, we […]

ithoughtMay 30, 20151 min read
Blogs, Market Wrap

Markets await the monsoon.

[vc_row][vc_column][vc_column_text css=”.vc_custom_1537771048123{margin-bottom: 0px !important;}”]When markets trade sideward’s or slowly trend down, investors must alter their approach to make the best of the […]

ithoughtMay 22, 20151 min read
Blogs, Market Wrap

Modi moved their cheese.

Party conversations on the economy are a bit sour these days. Especially, if there are industrialists in the room. Trying to understand […]

ithoughtMay 15, 20151 min read
Blogs, Market Wrap

The Winner Takes It All

The worst of the times for an economy is when confidence runs lowest, people have lost faith in their government, the currency […]

ithoughtMay 8, 20151 min read
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