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Blogs, Market Wrap

Ignore The Noise – April 2016

Global Interest rates clearly will play the Joker in the pack. They will determine global market sentiment. Whether they rise or fall […]

ithoughtApril 29, 20161 min read
Blogs, Market Wrap

Markets Grapple Macros

An economy needs constant supply of a few things. Energy, foreign exchange and food are things which come up on top of […]

ithoughtApril 22, 20161 min read
Blogs, Market Wrap

The Tide Turns

Fifty seven analysts track Infosys from across India’s brokerages. Their jobs rests on their ability to read the numbers right. If there is a […]

ithoughtApril 15, 20161 min read
Blogs, Market Wrap

Be an incremental optimist.

Pessimism and optimism are structurally very different in the way they are formed. For example, it is very easy to manufacture pessimism. […]

ithoughtApril 8, 20161 min read
Blogs, Market Wrap

Don’t predict. Prepare

[vc_row][vc_column][vc_column_text css=”.vc_custom_1537770720931{margin-bottom: 0px !important;}”]Performance is a very important part of our lives. We can’t escape the test of measurement. A whole lot […]

ithoughtApril 1, 20161 min read
Blogs, Market Wrap

Invest like a leader.

The Indian stock market participants can be broadly categorized into two categories. Indians who preempt FII’s and Indians who follow FII’s. Historically, […]

ithoughtMarch 27, 20161 min read
Blogs, Market Wrap

Ignore The Noise – March 2016

The fall in commodity prices helped consuming nations. An oil importing nation like India benefited greatly. But, the magnitude of the fall […]

ithoughtMarch 18, 20161 min read
Blogs, Market Wrap

Good Tidings Again.

With the imposition of excise on jewellery and the passage of the Real estate (regulation and development) bill, investing will never be […]

ithoughtMarch 11, 20161 min read
Blogs, Market Wrap

Time To Move On

The investor would be spending a quiet, long weekend away from the Indian markets. It is a good time to ponder about […]

ithoughtMarch 4, 20161 min read
Blogs, Market Wrap

The tough gets going.

Budgets come and go. We unfailingly judge every budget. Our judgements happen based on the way the budget speech is constructed. The imaginative writing of a speech […]

ithoughtFebruary 26, 20161 min read
Blogs, Market Wrap

Is the cash call right?

When markets correct, are you one of those who felt regretful that you could have sold and gone into cash earlier? Don’t worry. […]

ithoughtFebruary 19, 20161 min read
Blogs, Market Wrap

Overcome fear

  When the markets are in a state of exuberance, everybody wants to have their part in the drama. When the markets […]

ithoughtFebruary 12, 20162 min read
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