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Blogs, Market Wrap

Revisit Your Math

Rising oil is something nobody has factored into their investment calculus. So, there will be a need to rewrite the whole math. […]

ithoughtMay 21, 20181 min read
Blogs, Market Wrap

Take Positions

The week was eventful and that is putting it mildly. Globally, we saw the Iran deal getting called off by the US. […]

ithoughtMay 14, 20181 min read
Blogs, Market Wrap

Deal with Digital

The coming weeks will probably see a big deal announcement. This is going to be in a space where investors constantly doubted […]

ithoughtMay 6, 20181 min read
Blogs, Market Wrap

The Wall of Worry

Interest rates are a great leveller. They always set the trends of the equity markets. But we have two sets of rates […]

ithoughtApril 30, 20181 min read
Blogs, Market Wrap

The Tables Turn

Just four months ago, the markets were showing consensus on the end of the extended market run enjoyed by tech stocks. “Where […]

ithoughtApril 23, 20181 min read
Blogs, Market Wrap

The Results Redux Begins

As tech stocks hit new highs and commodity prices spike upwards, domestic investors seem to be ignoring them for now. On the […]

ithoughtApril 15, 20181 min read
Blogs, Market Wrap

Capture Emerging Opportunities

India saw the most number of economic reforms in 2017-18. It was a year when the GST was implemented, the IBC gained […]

ithoughtApril 8, 20181 min read
Blogs, Market Wrap

A New Financial Year

A new financial year brings along newer opportunities and challenges. A financial year which follows an extremely profitable investment year will always […]

ithoughtApril 1, 20181 min read
Blogs, Market Wrap

Keep Your Chin Up

When markets correct sharply, where are you looking?  This question assumes special significance as the indices are down 10%+ from this year’s […]

ithoughtMarch 25, 20181 min read
Blogs, Market Wrap

Volatility Returns

Politics makes a huge comeback in the stock markets, exactly when the markets are not ready for it. Unlike other market disruptions […]

ithoughtMarch 18, 20181 min read
Blogs, Market Wrap

Preparation Hour

The Indian markets started 2018 with an exaggerated sense of optimism. Clearly, headline numbers were lagging the markets. As the market moves […]

ithoughtMarch 10, 20181 min read
Blogs, Market Wrap

Play Safe Now

A not so innocuous news report by a global brokerage set us thinking about where we are headed as a market. ” […]

ithoughtMarch 4, 20181 min read
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