The results don’t tell the story of tomorrow.
Infosys proved why it has been a bellwether stock for close to two decades. It silenced its aggressive critics with a characteristic […]
Consolidation Time
Quick edit: Presumption is dangerous when we try to predict the markets. When everyone presumes the same thing, the actual outcome often […]
2012-The year of the Equity markets.
At the beginning of 2012, we were of the view that equities were very attractively priced. The bad news was mostly factored […]
Herd Mentality
The markets always pray for a prophet to guide them. ‘If only we had this seminal mind that takes us through everything!’ […]
Get Convinced
The government got its act together on FDI in retail, PSU Disinvestment, land bill and Spectrum price corrections within just a fortnight. […]
Time To Believe In Equity.
Whenever the Indian markets rallied, the fundamentals always played second fiddle to Reliance -the index bellwether. ‘There can be no rally […]
Are you still a bear?
December often sets the tone for the next year’s market trend. The early birds move ahead of the market to capture vantage […]
Changing Investment Arguments
Delisting was the most preferred choice among companies where the promoters held above 76% stake. When a decision had to be made […]
It is correction time.
Diwali was a quiet affair on Dalal street. Unusually, the markets fell on the mahurat trade. Investors seem more unsure than ever […]
Why Timing Does Not Work
Quick Edit: JIT, Just in time is a brilliant idea that captured the imagination of the manufacturing space. But, when applied to […]
Infallible? Think again- ithought’s market wrap.
Investor perception often gives unmistakable hints of things to come. When most investors believe a particular asset class or investment simply do […]
Realty- The mother of all bubbles?
Quick Edit: Scams, crony capitalist exposures across the political spectrum, lack of faith in politicians, nameless companies holding hundreds of crores of […]