Bide your time- ithought’s market wrap
Quick Edit: A few weeks back, the India story looked like a lost cause to followers of the top-down school of investing. […]
Will the Rally Sustain?
Quick edit: Good economics makes good politics as well. Most investors will agree with this statement. Yet, we have lived with bad […]
Has the uptrend begun?
Timing has an uncanny way of throwing your investing into chaos. Trying to time your investing often leaves you timed out. Events […]
The rebound begins
Quick Edit: The finance minister and his team are doctors who know the right cure for the dire situation. The patients, in […]
Time to build robust books.
Quick Edit: Investing is not just about deploying money. It is more about doing time with an investment. But, investors mostly ignore […]
The Making of a Bull Run
When nobody wants to buy something, it naturally loses its value. The value of something that is not in demand naturally tends […]
Will Waiting Really Work?
Quick edit: Every waiting game has to end. In investing, merely waiting for the right moment will not deliver investment success. In […]
Show Of Stability
Quick edit: Have you even tried predicting the imminent arrival of rains? How did you do it? The smell of rains is […]
Mr.Market – The Man Friday who works for free
Sounds cocky, right? Let me try and make my case. An investor’s life isn’t easy. Winning to one actually means losing to […]
Why ithought?
This question is popped at me by almost everyone who knows my story. It puzzles those who know me that I should […]
Login now. Lug your longs in equity.
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, […]