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Blogs, Market Wrap

ithought market wrap No. 54 dated 2nd DEC 2011

Quick Edit: A company’s valuation is lower than the notional guideline value of the land on which its factory is built. It […]

ithoughtDecember 2, 20111 min read
Blogs, Market Wrap

ithought market wrap No.53 dated 26 Nov 2011

Quick edit: Relative valuation is a great way to evaluate asset classes. To make the most out of money, it makes sense […]

ithoughtNovember 26, 20111 min read
Blogs, Market Wrap

ithought market wrap No. 52, Dated 18 Nov 2011

Quick edit: The Stock Market had a whitewash this week. It went down every single day. The bulls who trade had a […]

ithoughtNovember 18, 20111 min read
Blogs, Market Wrap

ithought market wrap No. 51, dated 11 Nov 2011

Quick edit: A slowdown has a way of spreading. Some sectors hold up longer than the rest. Over time, a slowdown hits […]

ithoughtNovember 11, 20111 min read
Blogs, Market Wrap

ithought market wrap No. 50, 4 Nov 2011

Quick edit: The war on inflation seems headed nowhere. After several interest rate hikes, food inflation shows little signs of easing. Fuel […]

ithoughtNovember 4, 20111 min read
Blogs, Market Wrap

ithought market wrap No.49, 28 Oct 2011

Quick edit: The skeptics rarely get the market direction right and the habitual ones mostly go wrong. The European crisis was threatening […]

ithoughtSeptember 28, 20111 min read
Blogs, Market Wrap

ithought market wrap No. 48, 21 Oct 2011

Quick edit: Bull markets are born on pessimism, grow on skepticism, mature on optimism and die on Euphoria. So, where are we […]

ithoughtSeptember 21, 20111 min read
Blogs, Market Wrap

ithought market wrap No.47, 14 Sep 2011

Quick edit: The battle against inflation waged by the Government translates into a battle with interest rates for the consumer. Home loans […]

ithoughtSeptember 14, 20111 min read
Blogs, Market Wrap

Nations & Banks

Quick edit: The ratings of Nations and banks are an indicator of their financial strength. In theory, these ratings indicate their soundness […]

ithoughtSeptember 7, 20111 min read
Blogs, Market Wrap

ithought market wrap No. 45, 30 Aug 2011

Quick edit: The valuations of most companies have cracked. In every bear market, the last phase is when the usually invincible ones […]

ithoughtAugust 30, 20111 min read
Blogs, Market Wrap

ithought market wrap No. 44, 23 Aug 2011

Quick edit: Hope and fear seem to alternate on the global investor’s minds. Europe is plagued by a crisis for which the […]

ithoughtAugust 23, 20111 min read
Blogs, Market Wrap

ithought market wrap No. 43, 16 Aug 2011

Quick edit: Inflation is a wild thing. Stoking it is a nightmare for central bankers. The only tool in their hand is […]

ithoughtAugust 16, 20111 min read
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