Events vs earnings – An investor perspective.
An earthquake of Richter 8.9. A tsunami within hours; followed by the grave news of explosions in nuclear reactors. Japan is in […]
Beyond Boredom and Blasé Talk
The Union Budget is the biggest event in the capital market calendar. The Union Finance Minister who presents the budget every year […]
Market Leadership – The Elusive Hunt
Indian fund managers are a tired lot. They waited out 2010 for the elusive correction and finally got one in 2011. The […]
Are we near the crossroads?-ithought’s market wrap
Quick edit: The country’s bellwether stock announced a share buyback. By doing so, the company signaled to the stock markets that its […]
BUYING STOCKS WHEN OPPORTUNITY KNOCKS- Investments
Markets have their own way of surprising investors, They fall when least expected to. They rise when we think the justification […]
ithought – Market strategy for 2011.
The markets have corrected after a sustained rise. Retail Investors have been waiting in the wings expecting a correction. Now , the […]
ithought – time to be sober & selective.
The influx of FII money into India doesnt seem like ebbing. The index is close to 6200 at the time of writing. […]
A Case for Passive Investing
I have been an investor for 20 years. My first few years were about active trading and dynamic churn. I believed that […]
MAKING UP YOUR MIND ON THE MARKET DIRECTION
The markets have a way of catching us on the wrong foot. When you see magazine covers boldly printing a headline – […]