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Blogs, Market Wrap

Focus on value

Trading around an event is something our markets love. The budget is an annual event. But there are other lifetime events like VAT […]

ithoughtAugust 5, 20161 min read
Blogs, Market Wrap

Strike a Balance

Liquidity has the power to intoxicate. The combination of negative interest rates and liquidity is a potion whose impact we don’t know. […]

ithoughtJuly 29, 20161 min read
Blogs, Market Wrap

Time To Be In The Deep-end.

[vc_row][vc_column][vc_column_text css=”.vc_custom_1537770562342{margin-bottom: 0px !important;}”]How would a public swimming pool look like in summer? It would be crowded with people jostling for space […]

ithoughtJuly 22, 20161 min read
Blogs, Market Wrap

The missed bus may stop by

Opportunity keeps knocking at an investors’ door. Investors with a keen ear are always quick to latch onto opportunity. The majority however mostly remain […]

ithoughtJuly 8, 20161 min read
Blogs, Market Wrap

Strategy > Tactics

Expectations can change much faster than we think. Consider  this. In 2008, everybody who was a stock market participant genuinely believed their stocks could […]

ithoughtJuly 1, 20161 min read
Blogs, Market Wrap

Grow Conviction

There is no alternate to adhering to good economics. If sound economic practices are violated, the impact on societies will be profound. […]

ithoughtJune 25, 20161 min read
Blogs, Market Wrap

Consolidation Hour

Consolidation is the buzzword now. Be it banking where the first move came from the leader SBI or insurance where HDFC life […]

ithoughtJune 19, 20161 min read
Blogs, Market Wrap

Fads will always fade

With the monsoon rains fast spreading around us, what would you reckon is the best investment to be in? A simple, no brainer choice would […]

ithoughtJune 10, 20161 min read
Blogs, Market Wrap

Monsoon Magic In The Making.

The stock markets were carrying this eerie fear through the months of January and February. We knew that things were not going well […]

ithoughtJune 3, 20161 min read
Blogs, Market Wrap

Behaviour wins! Always.

Behaviour is the most critical component of investing. A simple test of one’s behavioural quality will tell a lot about an investor. […]

ithoughtMay 27, 20161 min read
Blogs, Market Wrap

Good tidings are near

The slowing of growth expectations has been a global phenomenon in recent times. The US economy once again lowered its growth estimates […]

ithoughtMay 20, 20161 min read
Blogs, Market Wrap

Buy Patience

The Indian stock markets were paranoid at the very mention of the name of that country. If the tax concessions given to […]

ithoughtMay 14, 20161 min read
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