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Blogs, Market Wrap

Great Expectations

Expectations of a stimulus are running high. The wishlist is long. People are adding their own tail to the already extended list. […]

ithoughtAugust 17, 20191 min read
Blogs, Market Wrap

Tomorrow Will Be Different

Every bull market leaves its imprint behind. Stocks that rose sharply in a bull run tend to fall doubly quick afterwards. But, […]

ithoughtAugust 10, 20191 min read
Blogs, Market Wrap, Shyam Sekhar

Clear The Air

The week closed on an expectant note. The market expects the government to do effective damage control. The expectations are centered around […]

ithoughtAugust 3, 20191 min read
Blogs, Market Wrap, Shyam Sekhar

Keep Watch on Reforms

The phenomenon of economic growth engines slowing down is not new. 2012 was the last time we saw something comparable. Growth really […]

ithoughtJuly 27, 20191 min read
Blogs, Market Wrap

Act on Opportunity

The market is showing a palpable despondency. The cause is being overtly attributed to the sentiment related to tax law changes and […]

ithoughtJuly 20, 20191 min read
Blogs, Market Wrap

The Score Doesn’t Tell The Real Story

Some battles are fought with such intensity that distinguishing the superiority of the winner becomes difficult to justify. It is challenging to […]

ithoughtJuly 13, 20191 min read
Blogs, Market Wrap, Shyam Sekhar

The Currency Plays

Weeks after the election results, we saw oil prices spike and the trade wars worsen. Yet, FII flows into Indian markets held […]

ithoughtJune 29, 20191 min read
Blogs, Market Wrap, Shyam Sekhar

We Must Mean Business

Economic news will turn speculative in the coming weeks. We will either be sold hope or fear depending on the intent of […]

ithoughtJune 22, 20191 min read
Blogs, Market Wrap

Contrarian Conviction Will Rule

When you start an investment, journey counts. Given that most people aggressively start investing around market peaks, their starting point is not […]

ithoughtJune 15, 20191 min read
Blogs, Market Wrap, Shyam Sekhar

Nervousness Returns

The RBI’s monetary policy announcement did not do much to improve the market sentiment. The clear shift in stance, willingness to be […]

ithoughtJune 8, 20191 min read
Blogs, Market Wrap

Hitting The Ground Running

A new cabinet took office last week. Economic data for the last year was released shortly after. Clearly, the new government has […]

ithoughtJune 1, 20191 min read
Blogs, Market Wrap

Guidance Woes Return

The last week saw turbulence in the guidance of a global Indian IT giant. They marked their guidance down taking their stock […]

ithoughtMay 4, 20191 min read
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