Invest for the Long Haul
Quick edit: An equity portfolio is like a garden. There always will be times like spring when it will shed most of […]
Keep riding the cycle.
Quick edit: Is India really a poor country? If so, how do we explain just one temple having gold and precious stones […]
Build Your Books Now
Quick Edit: If there was a virus that is hurting the Indian equity investor, we could probably call it Macroanalitis. Terms like […]
Beyond the budget.
Quick edit: The budget day is indeed time for some quixotic stuff. The economists think like the citizen and the citizens think […]
The Budget and beyond.
A budget is an annual event and volatility is its constant companion. The interesting thing about budgets is that expectations are running […]
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 opportunity window is open.
Are you still wondering if it is a good time to invest in Indian equities? Or, are you waiting for the best […]
Infallible? Think again- ithought’s market wrap.
Investor perception often gives unmistakable hints of things to come. When most investors believe a particular asset class or investment simply do […]
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 […]
Decisions count. ithought market wrap-80
Quick Edit: The AGM of Reliance settled one thing. The company’s reign as a market mover has ended. Nobody is going to […]