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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
Blogs, ithoughtadvisory, Market Wrap

Will Trends Turn Decisive?

Three phases of polling are over. We are past the midway mark. Pollsters are slowly spotting a decisive trend. They won’t put […]

ithoughtApril 27, 20191 min read
Blogs, Market Wrap

Steel Your Nerves

The first phase of polling is behind us. The fate of 91 Lok Sabha seats is already sealed.  The second phase comes […]

ithoughtApril 13, 20191 min read
Blogs, Market Wrap

Trading Summer Begins

A new financial year has begun on a positive note. Flows seem to be improving from both domestic and foreign investors. Indices […]

ithoughtApril 6, 20191 min read
Blogs, Market Wrap

Adieu FY 2019

Another financial year draws to a close. For investors, it was a forgettable year. While domestic investors showed sustained commitment to Indian […]

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

Election Fever Begins

Election fever is just about to begin. This election is probably unique for its competitive intensity. On one side, we have a […]

ithoughtMarch 23, 20191 min read
Blogs, Market Wrap

The DeFIIying Gravity

The course seems to be set for a liquidity driven market rally. Evidently, the markets seem to be betting on a clear, […]

ithoughtMarch 16, 20191 min read
Blogs, Market Wrap

The Fear of Missing Out

Investors are constantly shifting on this judgement – are domestic and global equity markets coupled or decoupled? FII flows tend to swing […]

ithoughtMarch 9, 20191 min read
Blogs, Market Wrap

Stay Nimble

This is a season of information hyperactivity. We have politics, elections, conflicts, monsoon, and global volatility on our information agenda. Personality adds […]

ithoughtMarch 2, 20191 min read
Blogs, Market Wrap

Creating Performance

It is not unusual for investors to be disappointed when their portfolios are in red. They tend to check portfolios more often […]

ithoughtFebruary 23, 20191 min read
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