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    • PMS
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Blogs, Market Wrap, Shyam Sekhar

Investing In A Year of Negative Returns

Investing is no easy pursuit. Positive returns reinforce confidence and encourage investors to participate more. Participating in an up market is easy. […]

ithoughtFebruary 15, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

To SIP or Not to SIP in Small Caps

When a section of the market becomes extremely overvalued and remains persistently overvalued over extended periods of time, what should an investor […]

ithoughtFebruary 12, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Liberation Comes With Responsibility

This budget has truly liberated the middle class. It has delivered tremendous freedom to Double income families in the Salaried class. If […]

ithoughtFebruary 3, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Calibration Is Key!

The results season has begun on a soft note. Anyway, expectations were set lower. Companies barely matched these lowered estimates. The expectation […]

adminJanuary 20, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Testing Days Ahead

The correction in January has been sharp, swift, and sudden. Few investors anticipated this would play out as it did. More relevantly, […]

ithoughtJanuary 11, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

Breezy Times Ahead!

The year has begun on an optimistic note for Indian equities. Investors continue to favour equity over other asset classes. The coming […]

ithoughtJanuary 4, 20251 min read
Blogs, Market Wrap, Shyam Sekhar

What To Focus On?

This weekend, we are all definitely feeling very relaxed and thankful for 2024. This year could not have been better and has […]

ithoughtDecember 28, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

The Rate Cut Reset

Between one December and another, a lot has changed for the Federal Reserve. The Fed ended 2023 with a bang and the […]

ithoughtDecember 21, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Sustainability Is Suspect

Can the markets sustain the prevailing high valuations? Nobody is sure whether the market can actually sustain, but everybody is hopeful that […]

ithoughtDecember 15, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Think Beyond Dips

In recent years, the strategy of buying the dip worked very well for equity investors. Investors only needed to focus on buying […]

ithoughtDecember 9, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Data Blues in December

A slowing economy and a thriving stock market usually can’t go together. One of the two needs to change. The economy has […]

ithoughtDecember 1, 20241 min read
Blogs, Market Wrap, Shyam Sekhar

Knowing When To Pause

Chasing returns is not new. Neither is chasing benchmarks. In fact, the two are conjoined in the middle. When it is not […]

ithoughtNovember 23, 20242 min read
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