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Blogs, Market Wrap, Shyam Sekhar

Beyond the Relief Rally

The markets are expressing relief after the Chinese central bank and the Federal reserve indicated their approach. The fact that there could […]

ithoughtMarch 19, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Making Allocations Count

The choices investors make are mostly voluntary. Investors always take easy choices and pick options that look better from a recency point […]

ithoughtMarch 12, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Falling Out of Favour

In every market context, you will always see some themes fall out of favour. This usually happens after a wave of euphoria. […]

ithoughtMarch 6, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Test of Temperament

The panic around Russia’s war on Ukraine was swift and sharp. But, the panic also appears to be short-lived. The markets seemed […]

ithoughtFebruary 26, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Are We Going To War?

The prospect of a war is new to millennial investors. The last century had multiple wars that shook stock markets. These wars […]

ithoughtFebruary 19, 20222 min read
Blogs, Market Wrap, Shyam Sekhar

The Reset Returns

US Monthly inflation at 7.5%; Crude at $95; Soaring food prices; Gold at $1860; and US 30YR yield at 2.2% – The […]

ithoughtFebruary 12, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Budget Reset – February 2022

The budget clearly signalled an infrastructure thrust. The Government will lead from the front. What matters is that private investments should follow, […]

ithoughtFebruary 5, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Bridging the Trust Deficit

It’s budget time again, and investors have the twin worry of domestic and global sentiment to factor in next week. The Government […]

ithoughtJanuary 29, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Investing & Inflation

Investment styles and inflation are correlated. When inflation stays low for a long period of time, the themes that benefit from them […]

ithoughtJanuary 22, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Act Quickly

Results of the top IT companies are out and an expectation reset has happened. The market seems to be quite satisfied with […]

ithoughtJanuary 15, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Have the Flows Reversed?

The entire first week saw FIIs turn buyers in Indian equities. After days of endless selling in December, it was natural to […]

ithoughtJanuary 8, 20221 min read
Blogs, Market Wrap, Shyam Sekhar

Prepare, Rather Than Predict

What follows an exceptional year for investing is never easy to predict. Especially when the macros that lent support to a liquidity-driven […]

ithoughtJanuary 1, 20221 min read
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