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Blogs, Market Wrap

Not All Birds Will Fly Again. 

Contrarian investing is a much discussed subject. We all know that buying when there is blood on the street is the way […]

ithoughtFebruary 5, 20161 min read
Blogs, Market Wrap

In bad times, make the right moves.

The stock market is not a place where you gamble a bit of your surplus savings. It is a platform through which […]

ithoughtJanuary 29, 20161 min read
Blogs, Market Wrap

Be the difference

One can’t do what everybody else does and hope to garner great successes in equity investing. Yet, investors unfailingly do just that. The […]

ithoughtJanuary 22, 20161 min read
Blogs, Market Wrap

For Now, Greed Is Good.

It is never easy to catch falling knives. Most people who want to have the knife believe they can pick it up […]

ithoughtJanuary 15, 20161 min read
Blogs, Market Wrap

Think Macro

Drawing up parallels is one way of arriving at investment decisions. In similar scenarios during the past, the stock market behaved identically. […]

ithoughtJanuary 8, 20161 min read
Blogs, Market Wrap

The Art Of Expecting.

[vc_row][vc_column][vc_column_text css=”.vc_custom_1537770772149{margin-bottom: 0px !important;}”]Every New Year starts with the same old challenge. We encounter the same problem year after year. We feel […]

ithoughtJanuary 1, 20162 min read
Blogs, Market Wrap

Hibernate

Equity investing is a discipline with attendant quirks and can be occupationally hassling.  Giving your very best doesn’t assure you of immediate […]

ithoughtDecember 25, 20151 min read
Blogs, Market Wrap

Time to revisit risk

Indian investors have had an uneventful investment year in 2015. None of the asset classes did well. Gold disappointed badly. Property seems […]

ithoughtDecember 18, 20151 min read
Blogs, Market Wrap

Waiting for a Fed rate hike.

Prediction is a risky business. Often, a prediction going wrong can endanger reputations built over lifetimes. Yet, most of the investment world’s […]

ithoughtDecember 11, 20152 min read
Blogs, Market Wrap

Value Preparedness

A month of incessant rains tend to dampens one’s mood. When the rains culminate in the century’s worst floods, one tends to […]

ithoughtDecember 4, 20151 min read
Blogs, Market Wrap

The wait for reforms

Tax reforms in India are never easy. Resistance comes from all corners. In a country where the tax adherent lot is a […]

ithoughtNovember 27, 20151 min read
Blogs, Market Wrap

Modi’s Lagaan moment

India’s economic recovery seems to be an uphill climb. Two battles are being fought at the same time. The slowdown in the […]

ithoughtNovember 20, 20152 min read
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