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Blogs, Market Wrap, Shyam Sekhar

Be Categorically Smart and Safe

The lure of small caps is the equivalent of a pandemic in the investment world. They transmit virally in a bull market […]

ithoughtSeptember 12, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Volatility Rises

The NASDAQ 100 Index rose continuously for several days before snapping on Thursday. However, the sharp rise in the Nasdaq 100 VIX, […]

ithoughtSeptember 5, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Chasing Momentum

The past few weeks saw a clear trend in sectoral and thematic indices. The specific thematic or sectoral index rose for up […]

ithoughtAugust 29, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

This Spike Can Hurt

India’s marquee financials are raising capital. This new capital is fortifying weakening balance sheets. We don’t know the exact extent of damage […]

ithoughtAugust 22, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Learn with Buffett

Two distinctly different investment trends are very visible now. Legendary investors like Warren Buffett are moving away from what were their core beliefs. […]

ithoughtAugust 16, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Seek Safety

When interest rates are low, the dollar is weak, bond prices are high, stocks are rising and gold is soaring.  Investing tends […]

ithoughtAugust 8, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Liquidity Rules – August 2020

The rise in share valuations of one sector is not uncommon. We have seen sectoral trends dominate our markets for the past […]

ithoughtAugust 1, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Double FOMO

The fear of missing out is inescapable. It usually manifests in a singular way. People get obsessed with one thing. This obsession […]

ithoughtJuly 25, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Boredom Can Be Costly

Having money and time at one’s disposal is often a bigger problem than not having both. It is during those phases that […]

ithoughtJuly 19, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Focus on the Lion

Investing tends to seek excessive peer validation. There is a strong reason behind this. We constantly worry about whether we are doing […]

ithoughtJuly 11, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

An Economic Reset is On

“Time is the friend of the wonderful company, the enemy of the mediocre”. It is the perfect time to recall this wonderful […]

ithoughtJuly 4, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Raise Your Defence

Investing defensively can be hugely beneficial in uncertain times like the present. This would mean changing one’s risk choices and return expectations. […]

ithoughtJune 27, 20201 min read
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