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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
Blogs, Market Wrap

The opportunity lies in boredom.

There are times when you simply buy. There are times when you have to hold on and do nothing. There are times […]

ithoughtNovember 13, 20151 min read
Blogs, Market Wrap

Development wins, Anyway.

What happens now to the development agenda? This is the only concern of the stock markets. Election outcomes are always seen by […]

ithoughtNovember 6, 20151 min read
Blogs, Market Wrap

Time Corrections Aren’t Forever.

Results season inevitably become a question hour. Instead of getting worked up about the questions let us try and find some answers. […]

ithoughtOctober 30, 20152 min read
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