Debt Note: A New Stance
Investment Strategy: The RBI’s stance of calibrated tightening indicates that rate hikes are possible but not mandatory. As investors, it is important […]
Concentration Risks Return
The crack in US markets was long coming. Lest we forget, this is America’s longest bull run in history and their economic […]
When Greed Bests Fear!
The stock markets capitulated this week. The fears were largely overdone. The sharp dip in OMCs clearly indicates the symptom. The markets […]
The Opportunity in Crisis
https://soundcloud.com/ithought-advisory/the-opportunity-in-crisis Podcast Transcript: Clearly, our markets have walked into a crisis we could have avoided. It was in good measure… our […]
Reverse Mortgage Loans
What would you ideally need to retire? A steady flow of income, a sizable corpus, and a sense of financial security. Imagine […]
Seek Balance
If an asset class is hitting multi-year lows, then we tend to move away from it. On the contrary, when an asset […]
The Legacy of Janet Yellen
Janet Yellen took over as Fed Chair in February 2014 at which point she had already been with the Fed for […]
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 […]
Beating the markets. – The ithought way.
At beginning of the year, NIFTY was at 4636. Today it is at 5664, up by nearly 22%. During this period we […]
The genesis of ithought
Hi , I invest in stocks . I study businesses and scout around for good ones to put my money on’. The […]
Stepping Out Of Your Comfort Zone.
You have just finished doing 50 pushups and your trainer being ruthless orders another 50. Drenched in sweat and exhausted you don’t […]
Taking stock
Picture an old-school person like your grandfather. Try and reminisce how he dealt with money. The money would be kept in a […]