ithought

Rustic wood brown background with a typewriter, displaying the title Market Wrap Decemeber 2018 Move Forward by Mr Shyam Sekhar

Move Forward

The markets were expected to fall. Electoral reversals and the surprise resignation of the RBI governor came together to stun markets. Surprisingly, our market shunned these fears and swiftly moved on. Why did this happen? Indian macros are clearly improving – low inflation, soft oil prices, and better rupee valuation…

Validating Advice

https://soundcloud.com/ithought-advisory/validating-advice Podcast Transcript Every portfolio often needs validation. Our ideas are constructed in a particular context and we find that soon thereafter the market context changes dramatically. My own experience from previous bull runs is what comes to mind. When we come out of a bull market, we tend to…