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Quick Edit: India’s transition from a crony capitalist regime to a market driven one seems to be a never ending one. First, […]
Defense gets pricey.
Quick Edit: The big boys of the 2008 stock boom are all trading at a fraction of their peak rates. Reliance, ADAG, […]
Time To Get Your Asset Allocation Right
Quick Edit: The power of hoarding is such that it can actually make you believe that the manipulated price that gets thrown […]
Valuation plays beckon- ithought’s market wrap
Quick Edit: A slowing domestic economy is a given. Agriculture will see negative growth if the present scenario prevails. The hunt for […]
Will the policy action finally begin?
Quick Edit: The policy window, a period when parliament is not in session starts now. If the government is serious about reforms, […]
Time to Buy Value
Quick edit: The earnings guidance, a concept hugely popularized by Infosys in India, displayed its downside this week. When Infosys performed marginally […]
The ownership factor in investing
Dear Investor, Greetings from ithought! Successful investing is all about having a sense of ownership. Think of your past experiences in equity investing. Ask […]
Time to Build Your Investment Book
Quick Edit: Followers do little to themselves; they mostly contribute to the winner’s kitty. Investors who wait to see the right signs […]
Confidence Returns
Quick Edit: Portfolio churn isn’t always an avoidable idea. While constant churning of portfolios is a strict no-no, selective churning has its […]
Exiting the bunker.
Quick Edit: Investors shunned equity for a long time and chose the security of debt. Safety took precedence over returns. Like people hide themselves […]
On the cusp of change
Quick Edit: Nervousness is not new to the stock markets. The context which creates it makes all the difference. The week saw […]
Why simply waiting will not work?
2008 was the year of the last bull run. The previous bull markets happened in 2000 and 1992. Coincidentally, in the last […]