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Blogs, Market Wrap, Shyam Sekhar

Benefit From Waiting

The Covid saga has open timelines. Economic activity is under lockdown. Stock markets are functioning. This unusual setting throws investors a peculiar problem. […]

ithoughtApril 15, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Time for Orchard Investing

My best investing lesson was when our family started setting up a mango orchard. We went about scientifically constructing the place and […]

ithoughtMarch 21, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Filter Out The Noise

We are coming out of the biggest roller-coaster week in Indian investing. The date, Friday 13th March, seemed almost celestially made with […]

ithoughtMarch 14, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Opportunity Knocks

The last week offered great buying opportunities. The next week may be even better. The key thing to remember in investing is […]

ithoughtMarch 7, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Walk the Talk

The markets are continuously becoming increasingly divided on valuations. Expensive stocks are quickly becoming very expensive. Cheap stocks trade cheaper with every passing day. This […]

ithoughtFebruary 28, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Bulls Vs Bears

We almost always overvalue bull-fatigue over bear-fatigue. Bulls appear to be uncontrollable and aggressive spending their energies in faster bursts. So, we […]

ithoughtFebruary 21, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Markets Move On

The problems of a sector can either be solved by aggressive governmental action or by letting things take their own course. Markets […]

ithoughtFebruary 17, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Anticipate Revival

Post budget, everybody expected the markets to correct further. A week after the budget, most people are revisiting their market expectations. This […]

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

It Ain’t Going To Be Easy

Budget 2020 gives nothing much to the investor. In fact, it takes more than it gives. Taxable income of investors is certain […]

ithoughtFebruary 3, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

Disruption Returns – January 2020

The Corona Virus outbreak in China brings the heavily underestimated power of disruption to the global economy into sharp focus. The effect […]

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

The “Ulta” Trade Begins

A week is a long time in the markets. With the smart turnaround in microcaps, small caps and midcaps, there is a […]

ithoughtJanuary 18, 20201 min read
Blogs, Market Wrap, Shyam Sekhar

A Big Match Ahead

With a few weeks to go for the Union budget, we are slowly building up expectations. IIP Data released on Friday added […]

ithoughtJanuary 11, 20201 min read
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