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 […]
The Catalyst For Growth
Quick edit: What can take the markets above its previous highs? This question is bothering even the die-hard bulls as they search […]
Get ready for the long haul.
Quick Edit: This week inspiration comes from the proverbial tortoise. Why do we say this? The race is all about how we […]
Bide your time- ithought’s market wrap
Quick Edit: A few weeks back, the India story looked like a lost cause to followers of the top-down school of investing. […]