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Blogs, Market Wrap, Shyam Sekhar

Reset Your Expectations

Managing expectations is as important as managing money. Investors often overly focus on managing money without understanding how to set their expectations. […]

ithoughtOctober 4, 20253 min read
Blogs, Market Wrap, Shyam Sekhar

Valuations Are The Driver As Well As The Defence

Overpaying comes at a heavy price. Stocks that helped the Nifty touch its all-time highs could also end up being the worst […]

ithoughtSeptember 27, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Storm In An IT Cup

Market volatility is set to spike again on the back of adverse global news flows. The news of a sudden spike in […]

ithoughtSeptember 20, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

The Great Divergence

When we look at how FIIs and DIIs are viewing the Indian market now, we get the feeling that both are investing […]

ithoughtSeptember 13, 20252 min read
Blogs, Market Wrap, Shyam Sekhar

Consumption Catalyst

The reliefs given in personal income taxes through the last budget set the stage for reviving domestic consumption. The three interest rate […]

ithoughtSeptember 6, 20252 min read
Blogs, Market Wrap, Shyam Sekhar

Timely Growth Tonic

That GDP data would come out with a hugely positive surprise was not in anybody’s economic script. The RBI growth projection for […]

ithoughtAugust 30, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Know What Matters Now

There are years when the market does not do much for our portfolio. What we do in those years has a strong […]

ithoughtAugust 23, 20252 min read
Blogs, Market Wrap, Shyam Sekhar

Think Beyond Tariffs

The tariff trade seems to be heading into its climax. Several countries have concluded their negotiations and reached deals with the US […]

ithoughtAugust 3, 20252 min read
Blogs, Market Wrap, Shyam Sekhar

The Investment Balancing Act

When we struggle to find new ideas, hurry to deploy capital, and worry where to invest our money, we know we are […]

ithoughtJuly 27, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Earnings Season Blues: Priced In Or Out?

Clearly, the results season has not begun well. When the index leaders deliver muted to disappointing results, the season’s score board starts […]

ithoughtJuly 20, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Collision Course

The race to deploy capital runs on the turbo fuel of anxiety. Investors who have too much money to deploy are finding […]

ithoughtJuly 12, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Are We Sitting On A House of Cards?

The second half of 2025 will see sharp swings in company valuations. The reason for this? Supply. Even in the best of […]

ithoughtJuly 5, 20251 min read
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