ithought market wrap No.47, 14 Sep 2011
Quick edit: The battle against inflation waged by the Government translates into a battle with interest rates for the consumer. Home loans […]
Low pay forward, High payback.
Stock prices always discount future earnings. A company’s stock trades in multiples of its future earnings per share. This multiple which is […]
Nations & Banks
Quick edit: The ratings of Nations and banks are an indicator of their financial strength. In theory, these ratings indicate their soundness […]
ithought market wrap No. 45, 30 Aug 2011
Quick edit: The valuations of most companies have cracked. In every bear market, the last phase is when the usually invincible ones […]
ithought market wrap No. 44, 23 Aug 2011
Quick edit: Hope and fear seem to alternate on the global investor’s minds. Europe is plagued by a crisis for which the […]
Playing the race to the bottom.
The Indian stock markets are clearly racing towards a bottom. The negative symptoms are quite overwhelming. Index heavy weights keep regularly hitting […]
ithought market wrap No. 43, 16 Aug 2011
Quick edit: Inflation is a wild thing. Stoking it is a nightmare for central bankers. The only tool in their hand is […]
ithougth market Wrap No. 42, 09 Aug 2011
Quick edit: We find it strange that everyone around us is using the short term Index trends to make long term investment […]
ithought market wrap No. 41, 02 Aug 2011
Quick edit: When Investors choose safety over risk, they buy capital protection products, gold, insurance and other options they believe will achieve […]
ithought market wrap No. 40, 26 July 2011
Quick Edit: Forecasting market sentiment is far worse than forecasting the weather. Weather forecasting has advanced technology at work to help predict […]
ithought market wrap 39,July 2011
Quick edit: The stock markets seem to be racing to the bottom. Nobody knows where the bottom is. The race is fueled […]
ithought market wrap 38, 12 July 2011
Quick Edit: Confidence seems to be a scarce commodity these days. Markets are fueled constantly by confidence and its ebbing level is […]