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Blogs, Market Wrap, Shyam Sekhar

Politics Returns

The markets have intense spells when politics prevails over everything else in directing sentiment. Closer to every general election, this trend returns […]

ithoughtMay 14, 20231 min read
Blogs, Market Wrap, Shyam Sekhar

FOMO & False Starts

The markets go up too quickly when people are least prepared for it. That setting is perfect for us to get that […]

ithoughtMay 7, 20231 min read
Blogs, Market Wrap, Shyam Sekhar

Time To Shift Out of BAAP Investing

When the Nifty runs up 6.57% in the first month of a financial year, the mood of the market would usually be […]

ithoughtApril 30, 20231 min read
Blogs, Market Wrap, Shyam Sekhar

2023: The Year to Show Conviction

The markets seem to be progressively losing steam. This would show up as weak sentiment, selling pressure, lower volumes on exchanges, and […]

ithoughtApril 23, 20231 min read
Blogs, Market Wrap, Shyam Sekhar

Dealing With Disappointment

When reality fails to meet expectations, disappointment is inevitable. In every corporate’s results season, reality always lags or exceeds expectations. Supposedly, investors […]

ithoughtApril 15, 20231 min read
Blogs, Market Wrap, Shyam Sekhar

Take Your Losses Seriously

After a hugely successful financial year, we tend to get a rather underwhelming year. Most investors either make no returns or moderate […]

ithoughtApril 11, 20231 min read
Blogs, Market Wrap, Shyam Sekhar

Looking Back at 2022-23

A new financial year has begun. It is time to take stock of an eventful year that just ended. Our cautious stance […]

ithoughtApril 1, 20232 min read
Blogs, Market Wrap, Shyam Sekhar

The Times Get Taxing!

Investment decisions can be taken based on tax implications. There is a natural tendency among investors to be drawn to investments where […]

ithoughtMarch 26, 20231 min read
Blogs, Market Wrap, Shyam Sekhar

Prepare With Patience

The last week has caused a significant reset in our investing. We are once again worried about how global factors will come […]

ithoughtMarch 19, 20231 min read
Blogs, Market Wrap, Shyam Sekhar

Banking on a Collapse

One week is a long time in global banking. Or, so it seems if one goes by the latest inflation and interest […]

ithoughtMarch 12, 20231 min read
Blogs, Market Wrap, Shyam Sekhar

Investing in a Slowing Economy

The recent data on India’s economic growth clearly point to a slowing economy. But, confidence metrics like the PMI data show a […]

ithoughtMarch 5, 20231 min read
Blogs, Market Wrap, Shyam Sekhar

The Debt Train is About to Depart

The investment universe always creates a setting to invest in a particular asset class. COVID was a setting that enabled an equity […]

ithoughtFebruary 26, 20231 min read
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