Invest Differently
Another exciting trading week saw several companies trip and lose significant valuation. This trend has become almost routine. Week after week, we […]
Moving Portfolios Forward
The market’s disappointment with its own response to the tax cuts is hardly surprising. The market has this acute habit of hoping […]
Climbing The Wall of Fear
It was a trading week that would best fit the Bollywood description of a potboiler. From fear to gloom, and then to […]
The Great Indian Sale
To sell 2% of a PSU the government destroyed 10% of its market cap. Nobody cared about the impact cost of disinvestment […]
Interesting Times Ahead
It is becoming increasingly clear that liquidity will be sloshing all over. China has signaled its intent to cut rates and raise […]
Beyond Data
The GDP data has been getting worse for a while. The latest Q1 data which came on Friday beat all expectations hollow […]
A New Beginning
When people stop spending, it is a sign of fear. When people stop investing, that too is a sign of fear. The […]
Clear The Air
The week closed on an expectant note. The market expects the government to do effective damage control. The expectations are centered around […]
Keep Watch on Reforms
The phenomenon of economic growth engines slowing down is not new. 2012 was the last time we saw something comparable. Growth really […]
The Currency Plays
Weeks after the election results, we saw oil prices spike and the trade wars worsen. Yet, FII flows into Indian markets held […]
We Must Mean Business
Economic news will turn speculative in the coming weeks. We will either be sold hope or fear depending on the intent of […]
Organizing Your Finance
https://soundcloud.com/ithought-advisory/organizing-your-finance Podcast Transcript As an investor and an advisor, I have had the privilege of closely interacting with thousands of people […]