ithought
  • Home
  • Services
    • PMS
      • SOLITAIRE
      • TRUBLU
      • VRDDHI
      • SPHERE
      • NIO
    • Financial Planning
  • Insights
    • Blog
    • Podcasts
    • News
  • Team
  • Contact Us
  • Webinars
ithought ithought ithought ithought
  • Home
  • Services
    • PMS
      • SOLITAIRE
      • TRUBLU
      • VRDDHI
      • SPHERE
      • NIO
    • Financial Planning
  • Insights
    • Blog
    • Podcasts
    • News
  • Team
  • Contact Us
  • Webinars
Blogs, Market Wrap, Shyam Sekhar

Get Back to QARP

2021 saw the markets draw a consensus view that it is alright to buy quality stocks at any price. This view led […]

ithoughtDecember 25, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Past, Present & Future

Every market context throws up winners. Winners don’t necessarily keep winning. New winners keep replacing older ones. This applies as much to […]

ithoughtDecember 18, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Shifting to Safer Valuations

When a particular mutual fund scheme, or a theme, significantly outperforms the broader market, they receive the highest flows. Inflows happen when […]

ithoughtDecember 11, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Positioning Counts

If you look at what most people have been doing since the first wave of COVID, they have been chasing momentum. Be […]

ithoughtDecember 4, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Making Conviction Count

A 3% fall in the headline indices cannot be called a crash. In fact, it cannot even be called a sharp correction. […]

ithoughtNovember 27, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Damage Control Hour

The curse of overpricing a very large marquee IPO will always be more than just about numbers. People will not see it […]

ithoughtNovember 20, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Common Sense Wins

When you are at crossroads in decision making, where do you seek counsel to take the right direction? We seem to be […]

ithoughtNovember 13, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Battling Inflation

India is managing inflation at multiple levels. The last time India cut a sorry figure was when we could not meet the […]

ithoughtNovember 6, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

IRCTC Saga

When ownership is with the president of India, and control is with an operating ministry, the lack of alignment between ownership and […]

ithoughtOctober 31, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

Change in Direction

Market focus is not changing direction. We have seen in the last 18 months that small and mid-caps have been hugely profitable […]

ithoughtOctober 23, 20211 min read
Blogs, ithoughtpms, Market Wrap, Shyam Sekhar

Experience – The Guru

Experience teaches us how to respond when faced with similar situations comparable with our past. When we are faced with the same […]

ithoughtOctober 16, 20211 min read
Blogs, Market Wrap, Shyam Sekhar

A Stop-Loss Moment

It is important to understand the reason for the government to be in a particular business. In most instances, the government need […]

ithoughtOctober 9, 20211 min read
  • 1
  • …
  • 15
  • 16
  • 17
  • 18
  • 19
  • …
  • 58

# 554/555, Level 5, Capitale Towers Anna Salai, Teynampet, Chennai – 600018

 

For Careers reach out to [email protected]

Home

  • Who We Are
  • Mutual Fund Investments
  • Financial Planning
  • PMS

Services

  • SOLITAIRE
  • TRUBLU
  • VRDDHI
  • SPHERE
  • NIO

Why us

  • Webinars
  • Terms and Conditions
  • Privacy Policy
  • Advertisement Code
  • Privacy & Terms.
Copyright © 2025 · All Rights Reserved | ithought
X-twitter Linkedin Youtube Facebook

WhatsApp us