The Irreversible Reform Process
India has a way of defeating dogmas. Some things never seemed easy to do in our country. Disinvestment was one such. It […]
The Debt Hangover
Companies that take on too much leverage, stretch their market capitalization, and sell a perennially rosy picture to investors actually believe that […]
It seems to be a time to churn.
The results season has begun very well in January, 2013. Outperformance of expectations is absolutely necessary to bring confidence back. The fact that all three […]
ithought’s market view for 2013.
Predictions have a simple way of deceiving. They take longer than we think to actualize. A recurrent lesson that we learnt making predictions […]
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 […]
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 […]
Taming the gold rush.
The Government of India wants to tame gold. It is moving with full resolve to do so and the budgetary proposals are […]
Merely saving won’t do.
Habitual saving is an innately Indian trait. Most of us save a good part of our earnings. What’s a good part supposed […]
Your road map to wealth
Imagine. You just hit 30. You’ve worked for 8 years in good jobs. Pay packs expanded through the period. Lifestyles were improving […]
Playing the waiting game to rush
The stock investor should be like the solitary reaper. Doing your own thing as your mind tells you. Oblivious of the world. […]
THE EURO CRISIS
The news flows flowing out of Europe continue to worry. Everyone seems to fear the worst in Europe. The crisis seems […]
What next, Mr.Market ?
Mr.Market has been selling through the first half of 2011. Nothing seems to restore his confidence in the market and recent […]